Popularized by JL Collins, is a straightforward, low-maintenance investment strategy designed for long-term wealth building. The core of this portfolio consists of just two asset classes: 75% allocated to U.S. stocks and 25% allocated to U.S. bonds. This structure aims for a diversified, cost-efficient portfolio that balances growth potential and risk management.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 75.0% | 0.07% |
EUNX.XETRA iShares US Aggregate Bond UCITS ETF (Dist) • IE00B44CGS96 | ETF | 25.0% | 0.25% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.6% | +0.3% | -2.7% | +2.9% | - | - | - | - | - | - | - | - | -0.3% |
| 2025 | +3.2% | -2.3% | -7.6% | -5.1% | +4.8% | +0.5% | +5.3% | -1.1% | +2.3% | +4.2% | -0.4% | -0.6% | +2.4% |
| 2024 | +3.5% | +3.1% | +3.0% | -2.0% | +0.9% | +5.9% | -0.2% | -0.6% | +1.4% | +2.1% | +7.5% | -0.8% | +26.0% |
| 2023 | +3.1% | +0.7% | +0.3% | -0.1% | +3.6% | +2.5% | +1.5% | +0.6% | -1.6% | -2.7% | +4.7% | +3.5% | +17.1% |
| 2022 | -4.7% | -1.8% | +4.2% | -1.9% | -3.3% | -4.2% | +9.7% | -1.4% | -4.4% | +2.9% | -1.9% | -5.5% | -12.6% |
| 2021 | +0.9% | +2.1% | +5.9% | +1.5% | -1.2% | +5.3% | +2.0% | +3.0% | -1.4% | +4.6% | +2.5% | +3.2% | +32.2% |
| 2020 | +1.5% | -6.2% | -6.9% | +8.5% | +1.1% | +0.7% | -0.7% | +4.7% | -0.9% | -1.8% | +5.4% | +0.2% | +4.5% |
| 2019 | +6.2% | +3.4% | +3.0% | +3.1% | -3.4% | +2.9% | +4.5% | -0.4% | +2.3% | -0.8% | +4.4% | +0.8% | +28.8% |
| 2018 | -0.2% | -0.6% | -3.5% | +3.0% | +5.0% | +0.7% | +2.0% | +3.3% | +0.4% | -2.9% | +0.8% | -7.1% | +0.3% |
| 2017 | -1.9% | +5.4% | -0.6% | -1.2% | -2.0% | -0.8% | -1.7% | -0.6% | +2.0% | +3.4% | -0.1% | +1.0% | +2.7% |
| 2016 | -4.3% | +1.4% | -0.4% | -0.7% | +4.6% | +0.4% | +2.8% | +0.1% | -0.6% | +1.0% | +6.1% | +2.1% | +12.7% |
| 2015 | +5.1% | +4.5% | +3.5% | -3.4% | +2.4% | -3.2% | +2.9% | -6.1% | -1.8% | +8.2% | +4.2% | -3.6% | +12.2% |
| 2014 | +0.0% | +1.3% | +0.4% | +0.0% | +3.9% | +1.3% | +1.6% | +4.6% | +3.4% | +2.1% | +3.3% | +2.9% | +27.7% |
| 2013 | +1.6% | +5.2% | +4.6% | -1.3% | +4.4% | -2.7% | +1.9% | -2.3% | +0.2% | +3.5% | +2.1% | +0.2% | +18.5% |
| 2012 | -2.2% | +1.4% | +2.5% | +0.1% | +2.2% | +0.5% | +5.0% | -0.8% | -0.5% | -2.6% | +0.2% | -1.5% | +4.1% |
Total Dividends Received
€2,007.81
24 payments
Dividend Yield
0.55%
(annualized)
Avg Per Payment
€83.66
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 | €416.68 |
| 2024 | €342.07 |
| 2023 | €246.70 |
| 2022 | €181.01 |
| 2021 | €118.43 |
| 2020 | €141.57 |
| 2019 | €148.67 |
| 2018 | €127.07 |
| 2017 | €96.08 |
| 2016 | €72.85 |
| 2015 | €68.03 |
| 2014 | €48.66 |
| Total | €2,007.81 |