Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 57.5% | 0.17% |
GERD.XETRA L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating • IE0001UQQ933 | ETF | 25.0% | 0.45% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10 | ETF | 15.0% | 0.29% |
SMH.US VanEck Semiconductor ETF • US92189F6768 | ETF | 2.5% | 0.35% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +2.9% | -5.3% | +8.2% | +5.9% | +2.2% | -1.7% | +2.0% | +0.0% | - | - | - | +16.9% |
| 2025 | +4.5% | -1.6% | -6.5% | -4.2% | +6.0% | +0.9% | +4.3% | +0.2% | +2.5% | +4.1% | -0.1% | +0.7% | +10.4% |
| 2024 | +2.6% | +3.5% | +3.8% | -1.8% | +1.3% | +3.7% | +0.7% | -0.6% | +1.7% | +0.5% | +6.3% | -1.8% | +21.5% |
| 2023 | - | - | - | - | - | +1.2% | +2.8% | -1.1% | -1.2% | -4.0% | +5.2% | +4.5% | +7.2% |
simpel ohne gerd returned +17.53% a year over the 3 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
€181.30
15 payments
Dividend Yield
0.43%
(annualized)
Avg Per Payment
€12.09
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 | €36.58 |
| 2025 | €62.88 |
| 2024 | €57.08 |
| 2023 | €24.77 |
| Total | €181.30 |