Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CSH2.PA Amundi Smart Overnight Return UCITS ETF Acc • LU1190417599 | ETF | 16.0% | 0.1% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 14.0% | 0.07% |
XDEW.F Xtrackers S&P 500 Equal Weight UCITS ETF 1C • IE00BLNMYC90 | ETF | 14.0% | 0.15% |
IS3S.F iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 14.0% | 0.25% |
EXSH.F iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) • DE0002635299 | ETF | 14.0% | 0.32% |
JNKE.LSE SPDR Bloomberg Euro High Yield Bond UCITS ETF EUR Unhedged (Dist) • IE00B6YX5M31 | ETF | 14.0% | 0.4% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 14.0% | 0.38% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +3.1% | -3.3% | +4.2% | +4.1% | +1.3% | +1.8% | +1.1% | +0.2% | - | - | - | +15.7% |
| 2025 | +3.7% | +2.5% | -2.2% | -1.9% | +3.9% | -0.3% | +2.3% | +1.0% | +1.0% | +1.9% | +1.7% | +2.1% | +16.7% |
| 2024 | +1.0% | +0.3% | +4.0% | -1.0% | +1.7% | -0.4% | +2.7% | -0.6% | +1.2% | -0.7% | +2.9% | -0.9% | +10.4% |
| 2023 | +3.8% | +0.9% | -2.8% | +1.2% | -0.9% | +2.1% | +2.4% | -1.0% | -0.4% | -3.1% | +4.3% | +3.9% | +10.5% |
| 2022 | -0.2% | -2.3% | +2.0% | -0.2% | +0.0% | -7.0% | +5.2% | -1.6% | -4.8% | +4.6% | +3.4% | -1.9% | -3.4% |
| 2021 | +0.6% | +3.4% | +6.0% | +0.1% | +1.5% | +0.8% | +0.7% | +1.5% | -1.1% | +1.5% | -0.4% | +4.5% | +20.5% |
| 2020 | -0.8% | -6.5% | -13.4% | +6.3% | +1.1% | +1.5% | -1.6% | +2.9% | -1.7% | -2.1% | +10.9% | +1.1% | -4.3% |
| 2019 | +5.4% | +2.7% | +1.4% | +2.4% | -4.6% | +3.3% | +1.2% | -1.3% | +3.7% | +0.4% | +2.4% | +1.2% | +19.3% |
| 2018 | +0.9% | -2.2% | -1.6% | +2.9% | +0.5% | -0.4% | +2.3% | -0.4% | +0.5% | -3.1% | -0.3% | -5.2% | -6.1% |
| 2017 | -0.7% | +2.9% | +0.8% | -0.1% | +0.0% | -0.9% | -0.9% | -0.9% | +2.8% | +1.8% | -0.2% | +0.5% | +5.1% |
| 2016 | - | - | - | - | +0.0% | -2.5% | +3.4% | +1.0% | -0.9% | +1.3% | +2.8% | +3.1% | +8.3% |
CON GOLD returned +8.63% a year over the 10 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
€2,694.56
98 payments
Dividend Yield
1.86%
(annualized)
Avg Per Payment
€27.50
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 | €327.15 |
| 2025 | €412.54 |
| 2024 | €365.55 |
| 2023 | €345.94 |
| 2022 | €273.87 |
| 2021 | €134.80 |
| 2020 | €156.66 |
| 2019 | €210.36 |
| 2018 | €175.94 |
| 2017 | €199.65 |
| 2016 | €92.11 |
| Total | €2,694.56 |