Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SSAC.AS iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 42.0% | 0.2% |
SMICHA.SW UBS SMI® ETF CHF dis • CH0017142719 | ETF | 22.2% | 0.2% |
ZURN.SW Zurich Insurance Group AG • CH0011075394 | STOCK | 14.2% | 0% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 8.0% | 0.35% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 7.0% | 0.18% |
IWVU.LSE iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) • IE00BFYTYS33 | ETF | 6.6% | 0.25% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.8% | +4.0% | -5.4% | +8.4% | +4.7% | +4.1% | -0.1% | +1.1% | +1.2% | - | - | - | +16.6% |
| 2025 | +4.8% | +0.6% | -2.1% | -2.5% | +3.0% | -0.9% | +2.0% | +2.5% | +0.7% | +1.9% | +1.9% | +1.9% | +14.4% |
| 2024 | +1.8% | +5.1% | +4.9% | -0.6% | +3.2% | +1.5% | +0.6% | -0.7% | +1.6% | -0.4% | +5.1% | -1.3% | +22.6% |
| 2023 | +4.6% | -0.3% | -0.8% | +2.4% | -0.5% | +2.5% | +0.5% | -1.6% | -0.2% | -3.3% | +3.9% | +1.5% | +8.9% |
| 2022 | -1.8% | -2.9% | +3.3% | +0.8% | -2.7% | -8.0% | +4.0% | +0.1% | -7.6% | +6.1% | +2.5% | -3.7% | -10.4% |
| 2021 | - | - | - | - | - | - | - | - | - | - | - | +2.7% | +2.7% |
Number 2 returned +10.92% 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
€1,114.86
34 payments
Dividend Yield
2.04%
(annualized)
Avg Per Payment
€32.79
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 | €251.70 |
| 2025 | €249.64 |
| 2024 | €226.50 |
| 2023 | €201.46 |
| 2022 | €176.97 |
| 2021 | €8.59 |
| Total | €1,114.86 |