Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
BRES.PA Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc • LU1834983550 | ETF | 20.0% | 0.3% |
SXRS.XETRA iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12 | ETF | 20.0% | 0.19% |
XDW0.LSE Xtrackers MSCI World Energy UCITS ETF 1C • IE00BM67HM91 | ETF | 20.0% | 0.25% |
EQQQ.LSE Invesco EQQQ Nasdaq-100 UCITS ETF • IE0032077012 | ETF | 20.0% | 0.3% |
REMX.LSE VanEck Rare Earth and Strategic Metals UCITS ETF A • IE0002PG6CA6 | ETF | 20.0% | 0.59% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.1% | +7.6% | +0.9% | +5.3% | +2.6% | -6.2% | -3.3% | +7.9% | +0.4% | - | - | - | +25.7% |
| 2025 | +5.0% | -3.0% | -2.8% | -7.2% | +1.9% | +3.4% | +8.9% | +6.9% | +4.3% | +6.5% | +1.9% | +1.0% | +28.7% |
| 2024 | -5.3% | +1.3% | +3.7% | +2.9% | -0.3% | -2.5% | -1.8% | -5.2% | +3.6% | +1.8% | +2.8% | -3.4% | -2.9% |
| 2023 | +7.6% | -2.1% | -1.6% | -4.7% | -2.0% | +3.1% | +3.1% | -2.5% | +3.2% | -5.0% | -1.3% | +3.6% | +0.5% |
| 2022 | +1.3% | +5.8% | +10.2% | -2.7% | +3.5% | -11.0% | +5.4% | +4.9% | -4.4% | +1.6% | +2.0% | -5.9% | +9.0% |
| 2021 | - | - | - | - | - | - | - | - | +1.3% | +4.0% | +1.9% | +0.3% | +7.7% |
rotational alpha collector returned +13.31% 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
£0.47
19 payments
Dividend Yield
0.00%
(annualized)
Avg Per Payment
£0.02
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 | £0.05 |
| 2025 | £0.08 |
| 2024 | £0.10 |
| 2023 | £0.12 |
| 2022 | £0.11 |
| 2021 | £0.01 |
| Total | £0.47 |