Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LYYA.XETRA Amundi MSCI World Swap II UCITS ETF Dist • FR0010315770 | ETF | 49.0% | 0.3% |
SXR7.XETRA iShares Core MSCI EMU UCITS ETF EUR (Acc) • IE00B53QG562 | ETF | 20.0% | 0.12% |
LYM7.XETRA Amundi MSCI Emerging Markets Swap II UCITS ETF EUR Acc • FR0010429068 | ETF | 15.0% | 0.55% |
LYPS.XETRA Amundi Core S&P 500 Swap UCITS ETF EUR Dist • LU0496786574 | ETF | 10.0% | 0.05% |
JPNH.PA Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist • FR0011475078 | ETF | 5.0% | 0.45% |
XAD1.XETRA Xtrackers Physical Gold EUR Hedged ETC • DE000A1EK0G3 | ETF | 1.0% | 0.59% |
| Total | 100.0% | 0.29% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | +2.1% | -5.9% | +8.3% | +5.8% | +1.7% | -1.3% | +2.2% | +0.5% | - | - | - | +15.0% |
| 2025 | +4.6% | -1.7% | -6.5% | -3.3% | +6.1% | +0.9% | +4.3% | -0.2% | +2.9% | +4.3% | -0.3% | +0.7% | +11.6% |
| 2024 | +3.0% | +3.8% | +3.8% | -1.6% | +1.3% | +3.9% | -0.0% | -0.2% | +1.6% | +0.5% | +5.6% | -0.5% | +23.1% |
| 2023 | +5.6% | +0.3% | +0.5% | +0.4% | +1.7% | +4.0% | +2.5% | -1.1% | -1.8% | -3.3% | +6.0% | +3.7% | +19.4% |
| 2022 | -4.7% | -2.4% | +3.4% | -2.3% | -2.7% | -6.3% | +8.9% | -1.9% | -6.0% | +4.3% | +2.1% | -5.2% | -13.1% |
| 2021 | +0.5% | +3.0% | +5.8% | +1.6% | +0.3% | +3.9% | +0.9% | +2.9% | -1.9% | +4.4% | -0.2% | +4.0% | +27.9% |
| 2020 | -0.8% | -8.3% | -11.8% | +8.9% | +2.6% | +2.6% | -0.1% | +5.2% | -1.0% | -2.7% | +10.1% | +2.2% | +4.8% |
| 2019 | +7.7% | +3.5% | +2.2% | +3.6% | -5.3% | +4.2% | +2.8% | -1.9% | +3.4% | +0.4% | +3.8% | +2.0% | +29.0% |
| 2018 | +1.8% | -2.3% | -3.3% | +3.6% | +2.1% | -0.4% | +2.6% | +0.5% | +0.7% | -5.5% | +0.7% | -7.6% | -7.5% |
| 2017 | -0.5% | +4.4% | +1.4% | +0.1% | -0.5% | -0.9% | -0.3% | -0.4% | +2.9% | +3.4% | -0.5% | +1.1% | +10.6% |
| 2016 | -6.7% | -0.5% | +2.3% | -0.3% | +3.4% | -1.6% | +4.2% | +0.6% | +0.3% | +0.9% | +3.8% | +3.2% | +9.6% |
| 2015 | +5.5% | +6.6% | +2.7% | -1.0% | +1.3% | -3.8% | +2.3% | -8.3% | -3.8% | +9.6% | +3.3% | -4.3% | +9.0% |
| 2014 | -2.4% | +3.1% | +0.5% | +0.2% | +3.7% | +1.4% | +0.3% | +3.4% | +1.0% | +0.7% | +2.9% | +0.1% | +15.7% |
| 2013 | - | - | - | - | +0.4% | -4.1% | +3.2% | -1.8% | +3.7% | +4.0% | +1.3% | +0.0% | +6.5% |
FV returned +11.51% a year over the 13 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
€3,118.92
69 payments
Dividend Yield
1.13%
(annualized)
Avg Per Payment
€45.20
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €327.72 |
| 2024 | €390.99 |
| 2023 | €258.39 |
| 2022 | €325.73 |
| 2021 | €242.77 |
| 2020 | €222.46 |
| 2019 | €208.64 |
| 2018 | €233.22 |
| 2017 | €212.90 |
| 2016 | €224.00 |
| 2015 | €218.84 |
| 2014 | €133.46 |
| 2013 | €119.81 |
| Total | €3,118.92 |