Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS0Z.XETRA iShares Global AAA-AA Government Bond UCITS ETF (Dist) • IE00B87G8S03 | ETF | 30.0% | 0.2% |
LYP6.XETRA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 27.0% | 0.07% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 11.0% | 0.18% |
LYQ7.XETRA Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc • LU1650491282 | ETF | 10.0% | 0.09% |
L8I3.XETRA Amundi EUR Overnight Return UCITS ETF Acc • FR0010510800 | ETF | 6.0% | 0.1% |
SXRJ.XETRA iShares MSCI EMU Small Cap UCITS ETF (Acc) • IE00B3VWMM18 | ETF | 6.0% | 0.58% |
JPNK.PA Amundi JPX Nikkei 400 UCITS ETF EUR (C) • LU1681038912 | ETF | 5.0% | 0.18% |
GOLD.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 5.0% | 0.12% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.4% | +3.7% | -6.4% | +4.2% | +3.0% | -0.1% | -0.8% | +1.7% | +0.4% | - | - | - | +10.2% |
| 2025 | +3.6% | +1.6% | -2.0% | -0.2% | +2.9% | -0.5% | +1.2% | +0.5% | +2.4% | +2.8% | +0.6% | +1.1% | +14.8% |
| 2024 | +0.3% | +0.9% | +3.1% | -0.5% | +1.4% | +0.2% | +1.5% | +0.4% | +1.1% | -1.7% | +1.5% | -0.9% | +7.6% |
| 2023 | +4.5% | -0.6% | +0.8% | +0.4% | -0.3% | +0.8% | +1.6% | -1.6% | -1.6% | -1.8% | +4.4% | +3.3% | +10.0% |
| 2022 | -2.1% | -1.6% | +0.1% | -0.8% | -1.8% | -4.8% | +5.3% | -3.4% | -5.5% | +2.0% | +4.6% | -3.2% | -11.3% |
| 2021 | +0.2% | -0.1% | +3.3% | +0.1% | +1.5% | +1.1% | +0.9% | +1.1% | -1.4% | +1.8% | -0.7% | +2.2% | +10.2% |
| 2020 | -0.1% | -3.4% | -7.9% | +4.5% | +0.9% | +2.1% | +0.2% | +1.0% | +0.1% | -1.3% | +5.3% | +1.8% | +2.6% |
| 2019 | - | - | - | - | -0.1% | +2.7% | +1.2% | +0.6% | +1.4% | +0.2% | +1.1% | +1.3% | +8.7% |
TESTING returned +6.97% a year over the 7 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
€276.62
14 payments
Dividend Yield
0.31%
(annualized)
Avg Per Payment
€19.76
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 | €36.80 |
| 2025 | €66.96 |
| 2024 | €62.60 |
| 2023 | €42.49 |
| 2022 | €20.82 |
| 2021 | €14.55 |
| 2020 | €19.32 |
| 2019 | €13.07 |
| Total | €276.62 |