Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XGDU.XETRA Xtrackers IE Physical Gold ETC • DE000A2T0VU5 | ETC | 45.5% | 0.25% |
ACWE.PA State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) • IE00B44Z5B48 | ETF | 34.5% | 0.12% |
SPFE.XETRA State Street SPDR Bloomberg Global Aggregate Bond UCITS ETF EUR Hedged (Dist) • IE00BF1QPL78 | ETF | 5.0% | 0.1% |
UBUD.XETRA UBS Solactive Global Pure Gold Miners UCITS ETF USD dis • IE00B7KMNP07 | ETF | 5.0% | 0.43% |
CMOD.LSE Invesco Bloomberg Commodity UCITS ETF Acc • IE00BD6FTQ80 | ETF | 5.0% | 0.19% |
21BC.XETRA 21shares Bitcoin Core ETP • CH1199067674 | ETF | 5.0% | 0.1% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.9% | +3.7% | -6.8% | +2.4% | +1.5% | -5.8% | -0.3% | +7.2% | +0.6% | - | - | - | +7.6% |
| 2025 | +6.8% | -1.2% | +0.5% | -0.5% | +2.5% | -1.8% | +3.5% | +1.8% | +8.1% | +4.1% | +3.0% | +1.8% | +32.0% |
| 2024 | +2.0% | +3.1% | +7.2% | +0.8% | +0.9% | +1.7% | +1.9% | -0.4% | +3.6% | +4.6% | +4.9% | -1.0% | +33.4% |
| 2023 | +5.8% | -1.7% | +4.5% | -0.4% | +1.5% | -1.2% | +2.1% | -0.9% | -1.8% | +4.4% | +2.3% | +2.3% | +17.9% |
| 2022 | - | - | - | - | - | - | +3.1% | -2.3% | -2.2% | -0.3% | +1.5% | -2.1% | -2.5% |
The New 60/40 MaxSharpe returned +20.79% a year over the 4 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
€120.31
19 payments
Dividend Yield
0.20%
(annualized)
Avg Per Payment
€6.33
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 | €42.13 |
| 2025 | €31.40 |
| 2024 | €20.49 |
| 2023 | €18.89 |
| 2022 | €7.39 |
| Total | €120.31 |