Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SXRV.XETRA iShares Nasdaq 100 UCITS ETF (Acc) • IE00B53SZB19 | ETF | 25.0% | 0.3% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 25.0% | 0.17% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 25.0% | 0.38% |
SMH.US VanEck Semiconductor ETF • US92189F6768 | ETF | 10.0% | 0.35% |
VHYL.AS Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10 | ETF | 5.0% | 0.29% |
EXSA.F iShares STOXX Europe 600 UCITS ETF (DE) • DE0002635307 | ETF | 5.0% | 0.2% |
CEBL.XETRA iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969 | ETF | 5.0% | 0.2% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +2.5% | -4.0% | +10.2% | +7.0% | +2.5% | -2.9% | +2.1% | +0.6% | - | - | - | +22.1% |
| 2025 | +4.0% | -0.9% | -6.8% | -3.8% | +6.9% | +1.9% | +4.5% | +0.1% | +3.7% | +5.3% | -0.1% | +1.2% | +16.2% |
| 2024 | +3.1% | +3.8% | +4.1% | -1.6% | +2.9% | +4.4% | -0.3% | -1.0% | +1.9% | +0.4% | +5.2% | +0.1% | +25.3% |
| 2023 | +6.8% | +1.2% | +0.9% | -0.7% | +4.8% | +3.4% | +3.1% | -1.2% | -1.2% | -3.8% | +6.3% | +4.8% | +26.8% |
| 2022 | -3.0% | -2.1% | +3.9% | -2.9% | -1.4% | -7.3% | +9.4% | -2.0% | -6.7% | +3.2% | +3.3% | -5.8% | -11.9% |
| 2021 | +1.8% | +3.0% | +5.7% | +0.8% | -0.1% | +4.8% | +0.8% | +2.9% | -2.1% | +4.4% | +2.2% | +3.9% | +31.6% |
| 2020 | -0.2% | -7.4% | -11.1% | +9.8% | +2.0% | +3.7% | -0.2% | +6.1% | -1.4% | -2.2% | +10.9% | +2.5% | +10.7% |
| 2019 | +8.0% | +3.9% | +3.2% | +4.2% | -6.9% | +4.6% | +3.7% | -2.4% | +3.8% | +1.2% | +4.1% | +2.5% | +33.3% |
| 2018 | +2.2% | -1.3% | -3.7% | +2.8% | +4.4% | -0.3% | +2.6% | +1.8% | +0.4% | -5.5% | +0.4% | -7.6% | -4.7% |
| 2017 | +0.6% | +4.7% | +1.3% | -0.6% | +0.2% | -2.2% | -0.0% | -0.2% | +2.9% | +4.1% | -0.8% | +0.8% | +11.0% |
| 2016 | - | - | - | - | +3.4% | -1.3% | +5.6% | +1.2% | +0.9% | +0.9% | +4.6% | +2.8% | +19.3% |
Ultimate Pie (>9years test) returned +16.64% a year over the 10 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
€3,179.21
133 payments
Dividend Yield
1.38%
(annualized)
Avg Per Payment
€23.90
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 | €294.47 |
| 2025 | €456.95 |
| 2024 | €445.52 |
| 2023 | €421.24 |
| 2022 | €345.84 |
| 2021 | €301.28 |
| 2020 | €219.55 |
| 2019 | €232.22 |
| 2018 | €210.62 |
| 2017 | €194.14 |
| 2016 | €57.39 |
| Total | €3,179.21 |