Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
UETW.XETRA UBS Core MSCI World UCITS ETF USD acc • IE00BD4TXV59 | ETF | 75.0% | 0.06% |
IS0M.XETRA iShares Italy Government Bond UCITS ETF EUR (Dist) • IE00B7LW6Y90 | ETF | 15.0% | 0.2% |
PPFB.BE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +2.0% | -5.3% | +5.8% | +4.4% | -0.6% | -0.6% | +2.7% | +0.4% | - | - | - | +10.9% |
| 2025 | +4.3% | -1.7% | -5.5% | -2.8% | +4.9% | +0.1% | +4.2% | +0.1% | +3.3% | +4.4% | +0.3% | +0.6% | +12.1% |
| 2024 | +2.9% | +2.9% | +3.9% | -1.1% | +1.0% | +4.0% | +0.6% | -0.1% | +2.0% | +1.7% | +5.8% | -0.9% | +24.7% |
| 2023 | +4.6% | -0.1% | +0.9% | +0.2% | +2.1% | +2.3% | +2.0% | -0.5% | -1.7% | -1.8% | +4.7% | +3.5% | +17.3% |
| 2022 | -4.2% | -1.0% | +3.6% | -2.2% | -3.4% | -4.8% | +7.8% | -2.2% | -4.9% | +3.3% | +0.8% | -4.9% | -12.2% |
| 2021 | - | - | - | - | - | - | +0.7% | +2.1% | -1.8% | +4.0% | +0.9% | +2.7% | +8.8% |
Portafoglio iUBS Core MSCI World, iShares Italy Government Bond dist e iShares Physical Gold 75/10/15 returned +11.37% a year over the 5 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
€141.30
10 payments
Dividend Yield
0.22%
(annualized)
Avg Per Payment
€14.13
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 | €20.49 |
| 2025 | €39.47 |
| 2024 | €36.23 |
| 2023 | €27.44 |
| 2022 | €12.68 |
| 2021 | €5.01 |
| Total | €141.30 |