Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ACWD.LSE State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 65.0% | 0.12% |
EQQQ.SW Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012 | ETF | 28.0% | 0.3% |
SGLD.LSE Invesco Physical Gold ETC • IE00B579F325 | ETC | 7.0% | 0.12% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.8% | +0.5% | -7.8% | +11.5% | +6.6% | -1.4% | -2.5% | +4.9% | -0.2% | - | - | - | +13.8% |
| 2025 | +3.8% | -2.8% | -4.0% | +1.4% | +6.8% | +4.8% | +2.3% | +1.6% | +4.4% | +3.6% | -0.1% | +1.5% | +25.2% |
| 2024 | +1.3% | +3.4% | +3.3% | -2.5% | +2.8% | +4.9% | +0.1% | +1.5% | +3.0% | -0.8% | +3.5% | -1.0% | +21.0% |
| 2023 | +7.9% | -1.7% | +4.6% | +1.1% | +1.8% | +5.8% | +3.6% | -2.2% | -4.2% | -3.0% | +9.4% | +5.2% | +31.0% |
| 2022 | -7.0% | -1.3% | +3.5% | -8.2% | -2.5% | -7.8% | +6.9% | -3.0% | -8.0% | +3.2% | +4.5% | -2.6% | -21.6% |
| 2021 | +0.1% | +1.2% | +1.7% | +4.7% | +1.1% | +2.1% | +1.5% | +2.7% | -3.9% | +4.8% | -0.5% | +3.3% | +20.0% |
| 2020 | +0.7% | -7.9% | -8.4% | +9.9% | +3.8% | +4.6% | +6.3% | +7.7% | -3.6% | -2.9% | +9.8% | +5.3% | +25.6% |
| 2019 | +7.9% | +2.5% | +1.6% | +3.5% | -5.4% | +6.3% | +2.1% | -2.7% | +1.5% | +3.0% | +3.0% | +3.3% | +29.1% |
| 2018 | +5.8% | -2.5% | -3.6% | +1.8% | +1.0% | +0.1% | +2.0% | +2.0% | +0.4% | -7.5% | +0.4% | -6.3% | -6.9% |
| 2017 | +2.9% | +3.7% | +1.3% | +1.6% | +2.4% | -0.5% | +3.2% | +0.9% | +1.0% | +2.8% | +1.8% | +1.8% | +25.5% |
| 2016 | -7.0% | +1.7% | +6.1% | -0.1% | +1.1% | -0.7% | +5.4% | +0.1% | +1.4% | -1.8% | +0.2% | +1.6% | +7.8% |
| 2015 | -2.0% | +5.2% | -1.6% | +2.6% | -0.2% | -2.3% | +1.7% | -5.8% | -3.8% | +9.0% | -0.9% | -0.9% | -0.0% |
| 2014 | -3.2% | +5.4% | -1.0% | +0.7% | +2.3% | +2.5% | -0.7% | +2.6% | -2.0% | +0.7% | +2.7% | -1.0% | +9.0% |
| 2013 | +4.1% | -1.4% | +2.9% | +1.7% | +1.6% | -3.9% | +5.3% | -1.2% | +4.3% | +4.4% | +1.7% | +1.4% | +22.6% |
| 2012 | +6.7% | +5.6% | +1.2% | -2.8% | -5.8% | +1.0% | +1.7% | +6.0% | +3.0% | -3.2% | -0.2% | +2.6% | +15.9% |
| 2011 | - | - | - | - | - | - | - | -5.5% | -3.7% | +7.5% | -2.0% | -1.9% | -6.1% |
My True Portfolio returned +12.99% a year over the 15 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.
Total Dividends Received
$528.29
55 payments
Dividend Yield
0.14%
(annualized)
Avg Per Payment
$9.61
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 | $20.88 |
| 2025 | $42.91 |
| 2024 | $49.77 |
| 2023 | $47.23 |
| 2022 | $37.19 |
| 2021 | $27.42 |
| 2020 | $38.26 |
| 2019 | $38.92 |
| 2018 | $35.59 |
| 2017 | $37.42 |
| 2016 | $35.95 |
| 2015 | $32.22 |
| 2014 | $47.15 |
| 2013 | $37.37 |
| Total | $528.29 |