Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 75.0% | 0.38% |
IMEU.AS iShares Core MSCI Europe UCITS ETF EUR (Dist) • IE00B1YZSC51 | ETF | 15.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 10.0% | 0.18% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.1% | -5.7% | +8.2% | +5.5% | +1.7% | -1.2% | +2.0% | +0.6% | - | - | - | +14.9% |
| 2025 | +4.1% | -1.5% | -6.8% | -3.4% | +5.9% | +0.6% | +4.1% | -0.1% | +2.7% | +4.1% | -0.3% | +0.6% | +9.7% |
| 2024 | +3.1% | +3.4% | +3.6% | -1.5% | +1.4% | +4.1% | +0.3% | -0.1% | +1.5% | +0.3% | +5.9% | -0.6% | +23.1% |
| 2023 | +5.5% | +0.3% | +0.2% | +0.4% | +1.4% | +3.5% | +2.5% | -1.2% | -1.5% | -3.4% | +5.8% | +3.5% | +17.8% |
| 2022 | -4.2% | -2.4% | +3.6% | -2.1% | -3.3% | -5.9% | +9.0% | -2.0% | -6.0% | +3.8% | +2.2% | -5.4% | -13.1% |
| 2021 | +0.8% | +2.9% | +5.7% | +1.8% | +0.2% | +4.1% | +1.2% | +2.8% | -2.0% | +4.8% | -0.0% | +3.7% | +28.9% |
| 2020 | +0.2% | -8.4% | -11.7% | +8.9% | +2.1% | +2.4% | -0.1% | +5.0% | -0.9% | -2.5% | +9.8% | +2.1% | +4.9% |
| 2019 | +6.9% | +3.6% | +2.5% | +3.4% | -5.0% | +4.0% | +2.9% | -1.9% | +3.3% | +0.1% | +3.9% | +1.2% | +27.3% |
| 2018 | +1.8% | -2.3% | -3.1% | +3.5% | +2.7% | -0.2% | +2.5% | +0.9% | +0.5% | -5.2% | +0.8% | -6.9% | -5.4% |
| 2017 | +0.0% | +4.6% | +1.1% | -0.2% | -0.7% | -1.1% | -0.4% | -0.6% | +2.7% | +3.5% | -0.7% | +1.0% | +9.3% |
| 2016 | -6.6% | -0.1% | +1.7% | +0.3% | +3.3% | -1.1% | +4.0% | +0.4% | +0.3% | +0.5% | +4.0% | +2.5% | +9.2% |
| 2015 | +6.1% | +6.3% | +2.9% | -1.1% | +1.4% | -4.1% | +2.3% | -8.3% | -3.4% | +9.2% | +3.4% | -4.3% | +9.3% |
| 2014 | - | - | - | - | - | +0.0% | +0.5% | +3.7% | +1.1% | +0.6% | +2.7% | +0.3% | +9.2% |
Simu inf returned +11.22% a year over the 12 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
€985.20
49 payments
Dividend Yield
0.42%
(annualized)
Avg Per Payment
€20.11
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 | €112.14 |
| 2025 | €131.64 |
| 2024 | €109.63 |
| 2023 | €99.21 |
| 2022 | €90.64 |
| 2021 | €74.51 |
| 2020 | €50.88 |
| 2019 | €76.37 |
| 2018 | €61.00 |
| 2017 | €56.04 |
| 2016 | €51.15 |
| 2015 | €46.62 |
| 2014 | €25.34 |
| Total | €985.20 |