Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AYEW.XETRA iShares MSCI World Information Technology Sector Advanced UCITS ETF USD (Dist) • IE00BJ5JNY98 | ETF | 55.0% | 0.18% |
XDWH.XETRA Xtrackers MSCI World Health Care UCITS ETF 1C • IE00BM67HK77 | ETF | 30.0% | 0.25% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
WBIT.XETRA WisdomTree Physical Bitcoin • GB00BJYDH287 | ETF | 5.0% | 0.15% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.9% | -0.9% | -5.3% | +8.5% | +9.7% | +1.5% | -3.1% | +5.7% | +0.4% | - | - | - | +15.4% |
| 2025 | +5.2% | -4.1% | -7.7% | -2.9% | +4.9% | +1.3% | +5.2% | -1.8% | +5.1% | +7.0% | -1.1% | -0.2% | +10.1% |
| 2024 | +5.9% | +6.6% | +4.2% | -4.5% | +2.3% | +7.7% | -1.7% | -1.3% | +0.5% | +2.1% | +8.1% | -1.9% | +30.6% |
| 2023 | +6.4% | +0.9% | +5.7% | -0.6% | +7.5% | +2.3% | +1.4% | +0.8% | -2.7% | +0.4% | +7.4% | +4.3% | +38.7% |
| 2022 | -8.4% | -0.9% | +5.8% | -3.9% | -4.7% | -5.8% | +9.3% | -4.1% | -4.4% | +3.7% | -0.4% | -5.2% | -18.8% |
| 2021 | - | - | - | - | - | - | +2.3% | +4.8% | -3.3% | +7.5% | +2.5% | +2.5% | +17.1% |
Test returned +16.49% 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
€152.17
8 payments
Dividend Yield
0.21%
(annualized)
Avg Per Payment
€19.02
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 | €21.79 |
| 2025 | €19.62 |
| 2024 | €37.34 |
| 2023 | €36.63 |
| 2022 | €36.80 |
| Total | €152.17 |