Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 22.5% | 0.85% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 15.0% | 0.1% |
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 15.0% | 0.12% |
18M1.XETRA Amundi Euro Government Bond 0-6 M UCITS ETF Acc • FR0010754200 | ETF | 10.0% | 0.14% |
UEQC.XETRA UBS CMCI Commodity Carry SF UCITS ETF USD acc • IE00BKFB6L02 | ETF | 5.0% | 0.34% |
LYXD.XETRA Amundi Euro Government Bond 7-10Y UCITS ETF Acc • LU1287023185 | ETF | 5.0% | 0.15% |
IMIE.PA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 5.0% | 0.17% |
IWQU.LSE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601 | ETF | 5.0% | 0.25% |
SHRIX.US STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND CLASS I • US8617284000 | FUND | 5.0% | 1.85% |
IWMO.LSE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 5.0% | 0.25% |
BTC-USD Bitcoin | CRYPTO | 5.0% | - |
LYQ7.XETRA Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc • LU1650491282 | ETF | 2.5% | 0.09% |
| Total | 100.0% | 0.39% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.8% | -3.7% | +1.8% | +1.7% | -0.7% | -1.0% | +3.0% | -0.4% | - | - | - | +5.8% |
| 2025 | +2.7% | -1.4% | -2.1% | -0.9% | +1.2% | -1.2% | +2.1% | +0.1% | +4.0% | +2.8% | +0.4% | +0.1% | +7.7% |
| 2024 | +2.7% | +4.0% | +4.6% | +0.7% | +0.3% | +1.4% | -0.3% | -1.7% | +1.4% | +2.0% | +5.3% | -0.1% | +22.1% |
| 2023 | +2.1% | +0.8% | +0.3% | -0.1% | +1.5% | +0.6% | -0.0% | -0.1% | +1.5% | +3.1% | -0.1% | +1.2% | +11.0% |
| 2022 | +0.9% | +1.8% | +3.7% | +4.0% | -3.1% | +0.2% | +1.5% | +0.7% | +1.4% | +0.5% | -4.6% | -1.6% | +5.2% |
| 2021 | +0.9% | +2.3% | +5.4% | -0.2% | -2.4% | +0.5% | +2.2% | +0.9% | -0.5% | +5.1% | +0.3% | -1.1% | +13.9% |
| 2020 | -0.4% | -1.8% | -1.9% | +4.3% | -0.5% | -0.3% | +1.0% | +0.4% | -0.7% | +1.4% | +1.8% | +6.2% | +9.6% |
Permanent proxy 2.1 returned +11.24% a year over the 7 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
€1,588.79
41 payments
Dividend Yield
1.64%
(annualized)
Avg Per Payment
€38.75
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 | €87.70 |
| 2025 | €337.41 |
| 2024 | €319.59 |
| 2023 | €163.19 |
| 2022 | €606.27 |
| 2021 | €26.45 |
| 2020 | €48.19 |
| Total | €1,588.79 |