Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 25.0% | 0.14% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 25.0% | 0.17% |
VDIV.XETRA VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 25.0% | 0.38% |
VGWD.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10 | ETF | 10.0% | 0.29% |
XSX7.XETRA Xtrackers Stoxx Europe 600 UCITS ETF 1D • LU2581375156 | ETF | 5.0% | 0.07% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 5.0% | 0.35% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.0% | +2.5% | -4.2% | +9.1% | +6.4% | +2.2% | -1.9% | +2.0% | +0.9% | - | - | - | +21.1% |
| 2025 | +4.5% | -0.9% | -6.3% | -3.8% | +6.5% | +1.3% | +4.2% | +0.1% | +3.2% | +5.0% | +0.2% | +1.2% | +15.4% |
| 2024 | +2.5% | +2.9% | +3.8% | -1.4% | +1.8% | +4.1% | +0.0% | -0.9% | +1.8% | +0.4% | +5.2% | -0.2% | +21.9% |
| 2023 | - | - | +3.6% | +0.1% | +2.7% | +4.0% | +3.3% | -3.6% | -0.9% | -3.7% | +5.9% | +4.8% | +16.9% |
Hybrid Theory - Retirement returned +21.98% 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
€762.58
40 payments
Dividend Yield
1.56%
(annualized)
Avg Per Payment
€19.06
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 | €178.19 |
| 2025 | €208.51 |
| 2024 | €203.61 |
| 2023 | €172.28 |
| Total | €762.58 |