Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
QDVI.XETRA iShares Edge MSCI USA Value Factor UCITS ETF • IE00BD1F4M44 | ETF | 30.0% | 0.2% |
IEMD.LSE iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) • IE00BG13YJ64 | ETF | 30.0% | 0.25% |
XSVM.US Invesco S&P SmallCap Value with Momentum ETF • US46137V4804 | ETF | 20.0% | 0.36% |
UEVM.US VictoryShares Emerging Markets Value Momentum ETF • US92647N5436 | ETF | 20.0% | 0.35% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.6% | +2.5% | -4.9% | +9.8% | +7.2% | +2.9% | -0.9% | +0.7% | +1.3% | - | - | - | +25.9% |
| 2025 | +4.1% | +0.0% | -5.1% | -4.4% | +4.5% | +1.4% | +2.5% | +3.4% | +2.0% | +2.1% | +1.6% | +1.6% | +14.1% |
| 2024 | +1.1% | +3.4% | +5.0% | -2.1% | +1.6% | +0.5% | +3.2% | -2.1% | +0.8% | -0.4% | +7.2% | -3.3% | +15.6% |
| 2023 | +4.5% | +0.8% | -3.4% | -0.3% | -1.3% | +3.9% | +4.0% | -1.8% | -0.1% | -3.9% | +5.4% | +5.1% | +13.1% |
| 2022 | -3.4% | -0.9% | +2.2% | -1.4% | -0.9% | -7.3% | +6.6% | -1.7% | -7.3% | +7.6% | +2.4% | -5.9% | -10.7% |
| 2021 | +7.2% | +2.7% | +9.8% | +0.8% | +1.9% | +1.3% | -0.6% | +2.4% | -1.2% | +3.0% | -0.4% | +5.1% | +36.3% |
| 2020 | -2.4% | -7.8% | -16.6% | +10.2% | +2.4% | +1.3% | -0.9% | +3.3% | -0.2% | -1.0% | +11.0% | +2.8% | -0.9% |
| 2019 | +8.4% | +3.1% | +0.9% | +2.1% | -5.7% | +4.9% | +2.4% | -3.2% | +5.0% | +0.4% | +4.0% | +2.3% | +26.8% |
| 2018 | - | +0.0% | -1.7% | +3.9% | +3.8% | -1.0% | +1.5% | +0.9% | +0.2% | -5.6% | -0.4% | -8.3% | -7.1% |
Value x Momentum returned +12.22% a year over the 9 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
€2,277.07
115 payments
Dividend Yield
1.79%
(annualized)
Avg Per Payment
€19.80
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 | €207.36 |
| 2025 | €370.33 |
| 2024 | €404.33 |
| 2023 | €318.60 |
| 2022 | €274.13 |
| 2021 | €252.15 |
| 2020 | €140.39 |
| 2019 | €151.03 |
| 2018 | €158.73 |
| Total | €2,277.07 |