Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 40.0% | 0.2% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
WSML.LSE iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 10.0% | 0.35% |
ABTC-USD.SW 21shares Bitcoin ETP • CH0454664001 | ETF | 10.0% | 1.49% |
IWQU.LSE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601 | ETF | 10.0% | 0.25% |
PICK.US iShares MSCI Global Metals & Mining Producers ETF • US46434G8481 | ETF | 5.0% | 0.39% |
WCOA.LSE WisdomTree Enhanced Commodity UCITS ETF USD Acc • IE00BYMLZY74 | ETF | 5.0% | 0.7% |
INRG.SW iShares Global Clean Energy Transition UCITS ETF USD (Dist) • IE00B1XNHC34 | ETF | 5.0% | 0.65% |
| Total | 100.0% | 0.40% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.9% | -4.6% | +9.3% | +5.2% | -1.5% | -2.2% | +5.1% | +0.2% | - | - | - | +15.6% |
| 2025 | +4.4% | -4.1% | -5.9% | -2.9% | +5.8% | +0.2% | +4.5% | +0.8% | +3.3% | +3.9% | -1.6% | +0.2% | +8.1% |
| 2024 | +1.6% | +6.8% | +5.0% | -3.0% | +2.4% | +1.3% | +1.4% | -2.7% | +3.0% | +1.2% | +10.8% | -2.1% | +28.1% |
| 2023 | +8.4% | -0.1% | +2.0% | -1.1% | +0.1% | +4.5% | +2.3% | -2.8% | -1.0% | +0.4% | +5.5% | +5.5% | +25.7% |
| 2022 | -5.4% | +1.3% | +5.2% | -3.2% | -4.3% | -9.0% | +9.6% | -1.1% | -6.1% | +2.3% | +0.7% | -4.8% | -15.2% |
| 2021 | +6.3% | +6.1% | +7.4% | +0.4% | -5.4% | +2.8% | +1.7% | +4.4% | -2.5% | +9.5% | -1.9% | -0.1% | +31.4% |
| 2020 | +2.8% | -7.9% | -14.3% | +11.9% | +3.6% | +1.3% | +2.6% | +6.5% | -1.4% | +2.8% | +14.5% | +13.5% | +37.2% |
| 2019 | - | +0.0% | +2.4% | +5.7% | +3.1% | +10.7% | -1.8% | -2.6% | -0.3% | +1.4% | +0.8% | +0.3% | +20.7% |
Portafolio Tipo Endowment returned +19.06% a year over the 8 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
€402.69
32 payments
Dividend Yield
0.25%
(annualized)
Avg Per Payment
€12.58
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 | €20.36 |
| 2025 | €81.76 |
| 2024 | €43.42 |
| 2023 | €45.94 |
| 2022 | €86.92 |
| 2021 | €64.34 |
| 2020 | €23.64 |
| 2019 | €36.30 |
| Total | €402.69 |