Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 45.0% | 0.38% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 18.0% | 0.07% |
SXR7.XETRA iShares Core MSCI EMU UCITS ETF EUR (Acc) • IE00B53QG562 | ETF | 17.0% | 0.12% |
CD5.PA Amundi Core EURO STOXX 50 UCITS ETF EUR Dist • LU1681047319 | ETF | 10.0% | 0.09% |
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 10.0% | 0.3% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +1.9% | -7.0% | +7.4% | +4.8% | +3.0% | +0.4% | +1.5% | -0.2% | -0.2% | - | - | +13.8% |
| 2025 | +5.9% | +1.8% | -4.7% | -1.7% | +6.6% | -0.2% | +3.6% | +0.4% | +2.7% | +2.9% | +0.9% | +2.4% | +22.0% |
| 2024 | +3.0% | +3.1% | +5.1% | -1.2% | +2.4% | +0.6% | +1.0% | +0.5% | +1.0% | -0.9% | +3.3% | +0.6% | +19.9% |
| 2023 | +7.5% | +1.8% | -1.2% | +1.3% | -0.3% | +4.2% | +2.6% | -1.8% | -1.8% | -3.3% | +6.8% | +3.4% | +20.2% |
| 2022 | -3.1% | -4.3% | +1.8% | -2.2% | -0.9% | -7.7% | +7.9% | -3.2% | -5.4% | +6.4% | +4.7% | -4.0% | -10.9% |
| 2021 | -0.9% | +4.8% | +6.2% | +2.4% | +2.0% | +2.0% | +1.4% | +2.8% | -1.8% | +4.8% | -2.0% | +4.7% | +29.3% |
| 2020 | -0.8% | -8.5% | -15.3% | +7.5% | +3.3% | +3.5% | -1.2% | +4.6% | -2.1% | -4.0% | +14.1% | +1.9% | -0.1% |
| 2019 | +6.2% | +4.4% | +1.4% | +4.6% | -5.7% | +4.3% | +1.6% | -1.9% | +4.0% | +0.7% | +3.6% | +1.3% | +26.7% |
| 2018 | +2.7% | -3.1% | -3.2% | +4.3% | -0.1% | -0.1% | +3.2% | -1.3% | +0.5% | -5.7% | -0.1% | -6.7% | -9.9% |
| 2017 | -0.4% | +3.1% | +3.5% | +1.2% | +0.0% | -1.4% | +0.1% | -1.0% | +3.8% | +2.4% | -1.4% | +0.0% | +10.0% |
| 2016 | -8.2% | -1.4% | +1.7% | +1.3% | +2.9% | -5.0% | +5.0% | +0.8% | -0.3% | +1.7% | +2.3% | +5.1% | +5.0% |
| 2015 | +5.6% | +7.3% | +3.5% | -1.5% | +1.6% | -3.5% | +3.8% | -8.8% | -4.1% | +8.5% | +3.1% | -4.6% | +9.5% |
| 2014 | -2.1% | +3.9% | -0.2% | +0.4% | +3.7% | +0.4% | -1.4% | +2.0% | +2.2% | -1.8% | +3.9% | -1.1% | +10.1% |
Conservateur Diversifié returned +10.71% 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
€576.91
13 payments
Dividend Yield
0.25%
(annualized)
Avg Per Payment
€44.38
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €79.54 |
| 2024 | €67.91 |
| 2023 | €61.91 |
| 2022 | €53.23 |
| 2021 | €35.46 |
| 2020 | €31.46 |
| 2019 | €45.16 |
| 2018 | €44.88 |
| 2017 | €42.01 |
| 2016 | €40.47 |
| 2015 | €40.60 |
| 2014 | €34.29 |
| Total | €576.91 |