Ajuste proposto pelo copilot para inflação persistente
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUQA.LSE iShares Edge MSCI USA Quality Factor UCITS ETF • IE00BD1F4L37 | ETF | 22.0% | 0.2% |
IB01.LSE iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) • IE00BGSF1X88 | ETF | 18.0% | 0.07% |
IGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 7.0% | 0.2% |
IFSW.LSE iShares STOXX World Equity Multifactor UCITS ETF USD (Acc) • IE00BZ0PKT83 | ETF | 6.0% | 0.3% |
USSC.LSE State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD • IE00BSPLC413 | ETF | 6.0% | 0.3% |
TIP5.LSE iShares USD TIPS 0-5 UCITS ETF USD (Dist) • IE00BDQYWQ65 | ETF | 5.0% | 0.1% |
VDCA.LSE Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating • IE00BGYWSV06 | ETF | 5.0% | 0.09% |
SXLU.LSE State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD • IE00BWBXMB69 | ETF | 4.0% | 0.15% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 3.0% | 0.18% |
XGID.LSE Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C • LU0322253229 | ETF | 3.0% | 0.6% |
IUHC.LSE iShares S&P 500 Health Care Sector UCITS ETF (Acc) • IE00B43HR379 | ETF | 3.0% | 0.15% |
IUFS.LSE iShares S&P 500 Financials Sector UCITS ETF (Acc) • IE00B4JNQZ49 | ETF | 2.0% | 0.15% |
SXLE.LSE State Street SPDR S&P U.S. Energy Select Sector UCITS ETF USD • IE00BWBXM492 | ETF | 2.0% | 0.15% |
SDHA.LSE iShares USD Short Duration High Yield Corporate Bond UCITS ETF USD (Acc) • IE00BZ17CN18 | ETF | 2.0% | 0.45% |
JPEA.LSE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Acc) • IE00BYXYYK40 | ETF | 2.0% | 0.45% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +2.5% | -6.1% | +5.1% | +1.9% | -1.0% | +0.2% | +3.9% | -2.7% | +1.1% | - | - | +8.6% |
| 2025 | +3.6% | -1.4% | -1.2% | +0.2% | +3.0% | +2.4% | +1.4% | +2.2% | +3.1% | +1.7% | +2.0% | +1.0% | +19.6% |
| 2024 | +0.7% | +2.4% | +3.5% | -1.7% | +2.2% | +2.0% | +2.1% | +1.8% | +2.1% | -0.1% | +2.8% | -3.1% | +15.6% |
| 2023 | +4.2% | -1.9% | +1.7% | +1.2% | -1.5% | +3.7% | +3.1% | -1.1% | -3.1% | -1.3% | +5.5% | +4.1% | +15.0% |
| 2022 | -4.1% | +0.0% | +3.1% | -4.5% | -0.8% | -6.0% | +4.3% | -1.9% | -5.8% | +3.9% | +3.6% | -0.9% | -9.3% |
| 2021 | +0.1% | +0.9% | +2.7% | +3.1% | +1.8% | +0.0% | +1.5% | +1.6% | -2.8% | +3.2% | -1.0% | +2.8% | +14.6% |
| 2020 | -0.0% | -5.9% | -7.1% | +6.1% | +2.5% | +1.1% | +4.1% | +3.3% | -2.1% | -1.2% | +6.1% | +3.2% | +9.4% |
| 2019 | - | -0.2% | +0.6% | +1.5% | -3.0% | +4.5% | +1.1% | -1.1% | +1.1% | +1.4% | +1.7% | +2.3% | +10.1% |
2026 Ibrk Ajuste Inflação returned +10.61% a year over the 8 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
$159.90
14 payments
Dividend Yield
0.15%
(annualized)
Avg Per Payment
$11.42
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 | $17.29 |
| 2025 | $36.85 |
| 2024 | $40.45 |
| 2023 | $28.73 |
| 2022 | $1.88 |
| 2021 | $2.12 |
| 2020 | $16.00 |
| 2019 | $16.57 |
| Total | $159.90 |