Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
KOF.US Coca-Cola Femsa SAB de CV ADR • US1912411089 | STOCK | 20.0% | 0% |
C0Q.STU COCA-COLA HBC N (C0Q.SG) • CH0198251305 | STOCK | 20.0% | 0% |
CCEP.US Coca-Cola European Partners PLC • GB00BDCPN049 | STOCK | 20.0% | 0% |
KO.US The Coca-Cola Company • US1912161007 | STOCK | 20.0% | 0% |
COKE.US Coca-Cola Consolidated Inc. • US1910981026 | STOCK | 20.0% | 0% |
| Total | 100.0% | 0.00% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +19.0% | -9.5% | +3.6% | -1.0% | +9.8% | +3.6% | -1.1% | -1.9% | +7.4% | - | - | +33.8% |
| 2025 | +3.0% | +12.4% | -2.3% | +0.5% | -0.9% | -3.9% | -0.1% | -2.4% | -3.0% | +4.1% | +9.0% | -0.8% | +15.3% |
| 2024 | +2.1% | +1.9% | +1.4% | +2.8% | +4.0% | +2.4% | +4.0% | +4.0% | -1.3% | -5.2% | +7.1% | -0.8% | +24.3% |
| 2023 | +1.1% | +4.0% | +2.5% | +6.3% | +4.6% | -1.5% | -0.5% | +3.1% | -3.9% | -2.7% | +6.2% | +11.0% | +33.7% |
| 2022 | -1.4% | -7.4% | -2.7% | +4.2% | +7.9% | -0.1% | +6.8% | -2.3% | -7.6% | +8.7% | +3.6% | -1.3% | +6.8% |
| 2021 | -4.5% | +1.3% | +9.0% | +1.1% | +16.4% | +3.5% | +4.5% | -1.3% | -3.4% | +1.6% | +7.3% | +11.7% | +55.9% |
| 2020 | +2.2% | -9.2% | -13.6% | +4.9% | +0.8% | -3.0% | -0.8% | +4.5% | -8.2% | -3.6% | +10.6% | +4.1% | -13.1% |
| 2019 | +5.6% | +2.2% | +9.6% | +5.1% | -1.0% | -0.6% | +5.4% | +4.7% | -1.8% | -6.2% | +0.6% | +2.0% | +27.5% |
| 2018 | -1.6% | -5.1% | +2.5% | -1.0% | -3.1% | +2.7% | +6.2% | +0.9% | +3.6% | +0.5% | +8.5% | -5.7% | +7.5% |
| 2017 | -0.2% | +4.9% | +7.8% | +2.0% | +4.0% | -0.5% | +0.3% | -1.2% | -0.8% | +0.2% | -4.5% | +1.1% | +13.2% |
| 2016 | -4.0% | +0.9% | +1.8% | +1.1% | +11.9% | +1.3% | +0.2% | +1.1% | +1.3% | -0.7% | -3.6% | +3.1% | +14.3% |
| 2015 | +4.0% | +8.2% | +3.7% | +0.3% | +4.0% | +5.0% | +5.3% | -6.3% | +8.7% | +10.3% | +1.7% | -7.2% | +42.4% |
| 2014 | -5.3% | -0.2% | +4.6% | +0.1% | -0.9% | +1.5% | -1.4% | +5.4% | +1.4% | +4.9% | +5.0% | -5.2% | +9.6% |
| 2013 | - | - | - | +0.0% | -0.0% | -5.4% | +4.6% | -2.9% | +2.3% | +1.0% | +1.5% | +2.9% | +3.6% |
Coke universe returned +19.22% a year over the 13 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
€15,019.93
188 payments
Dividend Yield
3.18%
(annualized)
Avg Per Payment
€79.89
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 | €1,460.89 |
| 2025 | €2,019.47 |
| 2024 | €1,889.27 |
| 2023 | €1,398.96 |
| 2022 | €1,228.72 |
| 2021 | €876.77 |
| 2020 | €704.64 |
| 2019 | €1,068.43 |
| 2018 | €610.03 |
| 2017 | €448.00 |
| 2016 | €2,401.29 |
| 2015 | €344.76 |
| 2014 | €330.73 |
| 2013 | €237.95 |
| Total | €15,019.93 |