Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 45.0% | 0.38% |
PSP5.PA Amundi PEA S&P 500 UCITS ETF Acc • FR0011871128 | ETF | 20.0% | 0.12% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 15.0% | 0.07% |
PUST.PA Amundi PEA Nasdaq-100 UCITS ETF Acc • FR0011871110 | ETF | 10.0% | 0.3% |
SXR7.F iShares Core MSCI EMU UCITS ETF EUR (Acc) • IE00B53QG562 | ETF | 5.0% | 0.12% |
EXSH.F iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) • DE0002635299 | ETF | 5.0% | 0.32% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.1% | +1.2% | -5.1% | +8.4% | +5.9% | +1.5% | -0.9% | +1.8% | +0.4% | - | - | - | +14.6% |
| 2025 | +4.2% | -1.4% | -6.9% | -3.0% | +6.5% | +0.7% | +4.2% | -0.4% | +2.5% | +4.0% | -0.2% | +0.7% | +10.7% |
| 2024 | +3.4% | +3.3% | +3.7% | -1.8% | +1.8% | +4.2% | +0.1% | -0.3% | +1.2% | +0.6% | +6.1% | +0.1% | +24.6% |
| 2023 | +5.7% | +1.3% | +0.3% | +0.7% | +2.6% | +3.5% | +2.4% | -0.7% | -1.9% | -3.3% | +6.2% | +3.8% | +22.0% |
| 2022 | -4.9% | -3.0% | +4.4% | -2.9% | -3.2% | -6.8% | +10.0% | -2.3% | -5.9% | +4.5% | +1.2% | -5.5% | -14.6% |
| 2021 | +0.4% | +3.0% | +6.3% | +2.1% | +0.1% | +4.4% | +2.0% | +3.2% | -2.5% | +5.3% | +0.7% | +3.8% | +32.4% |
| 2020 | +1.2% | -8.6% | -11.3% | +9.5% | +2.5% | +2.5% | +0.1% | +6.0% | -1.8% | -3.1% | +10.3% | +1.9% | +7.2% |
| 2019 | +7.0% | +3.8% | +2.8% | +3.9% | -5.1% | +4.1% | +3.5% | -1.6% | +3.2% | +0.4% | +4.3% | +1.0% | +30.3% |
| 2018 | +2.1% | -1.9% | -3.5% | +3.9% | +3.5% | +0.3% | +2.7% | +1.8% | +0.5% | -5.1% | +0.2% | -7.5% | -3.7% |
| 2017 | -0.3% | +4.8% | +1.2% | +0.0% | -0.4% | -1.5% | -0.7% | -0.7% | +2.8% | +3.6% | -0.5% | +0.6% | +9.0% |
| 2016 | -7.7% | +0.6% | +1.4% | +0.0% | +4.0% | -2.3% | +4.4% | +0.5% | -0.1% | +0.9% | +4.2% | +3.1% | +8.7% |
| 2015 | +5.8% | +6.1% | +3.0% | -1.7% | +2.3% | -3.7% | +3.5% | -8.3% | -3.1% | +9.5% | +3.9% | -3.8% | +12.5% |
| 2014 | - | - | - | - | - | - | -0.7% | +3.2% | +2.6% | +0.3% | +3.9% | +0.9% | +10.5% |
Optimise 1 returned +12.77% a year over the 12 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
€616.37
45 payments
Dividend Yield
0.24%
(annualized)
Avg Per Payment
€13.70
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 | €77.49 |
| 2025 | €121.83 |
| 2024 | €82.03 |
| 2023 | €76.23 |
| 2022 | €67.42 |
| 2020 | €18.98 |
| 2019 | €38.95 |
| 2018 | €29.19 |
| 2017 | €34.81 |
| 2016 | €31.42 |
| 2015 | €23.19 |
| 2014 | €14.85 |
| Total | €616.37 |