La idea es teniendo en cuenta el contexto actual plantear un portafomio que se adapte a largo plazo
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.F iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 16.0% | 0.07% |
AASI.PA Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C) • LU1681044480 | ETF | 14.0% | 0.2% |
EUNL.F iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 14.0% | 0.2% |
IS3N.F iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 14.0% | 0.18% |
EMMV.LSE iShares Edge MSCI EM Minimum Volatility UCITS ETF • IE00B8KGV557 | ETF | 14.0% | 0.4% |
IUHC.LSE iShares S&P 500 Health Care Sector UCITS ETF (Acc) • IE00B43HR379 | ETF | 14.0% | 0.15% |
CIBR.US First Trust NASDAQ Cybersecurity ETF • US33734X8469 | ETF | 14.0% | 0.6% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.0% | +1.4% | -4.9% | +8.1% | +11.8% | +2.5% | +0.2% | - | - | - | - | - | +19.8% |
| 2025 | +4.1% | -2.1% | -6.1% | -3.9% | +4.3% | +1.4% | +2.6% | -0.3% | +3.0% | +4.8% | -0.7% | -1.0% | +5.5% |
| 2024 | +3.2% | +3.5% | +2.1% | -1.9% | -0.1% | +5.7% | -0.2% | +0.8% | +1.6% | +0.5% | +5.2% | -0.3% | +21.8% |
| 2023 | +2.7% | -0.3% | +0.4% | -1.9% | +3.7% | +2.8% | +2.4% | -0.9% | -0.7% | -3.5% | +5.3% | +4.0% | +14.1% |
| 2022 | -4.4% | -1.1% | +4.3% | -2.8% | -3.5% | -3.8% | +6.4% | +0.2% | -6.2% | +2.9% | +0.2% | -4.7% | -12.5% |
| 2021 | +2.1% | +0.8% | +4.0% | +0.8% | +0.0% | +4.8% | +0.3% | +3.4% | -2.0% | +4.1% | -0.0% | +3.7% | +24.0% |
| 2020 | -0.9% | -6.8% | -9.4% | +11.1% | +1.9% | +1.5% | +1.7% | +3.5% | -1.1% | -1.0% | +7.0% | +4.8% | +11.0% |
| 2019 | +7.8% | +3.4% | +1.6% | +2.8% | -5.5% | +3.5% | +3.1% | -2.5% | +1.9% | +0.8% | +4.3% | +1.9% | +25.0% |
| 2018 | +2.1% | -1.6% | -2.3% | +2.8% | +2.9% | -1.1% | +2.4% | +1.8% | +0.5% | -6.6% | +3.4% | -6.6% | -2.8% |
| 2017 | - | -0.7% | +1.0% | -1.1% | -1.2% | -0.1% | -0.7% | +0.5% | +1.4% | +4.1% | -1.0% | +2.0% | +4.0% |
Total Dividends Received
€122.55
31 payments
Dividend Yield
0.08%
(annualized)
Avg Per Payment
€3.95
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2026 | €11.30 |
| 2025 | €18.37 |
| 2024 | €12.18 |
| 2023 | €14.67 |
| 2022 | €7.73 |
| 2021 | €19.26 |
| 2020 | €30.41 |
| 2019 | €4.22 |
| 2018 | €3.09 |
| 2017 | €1.30 |
| Total | €122.55 |