Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DGRA.LSE WisdomTree US Quality Dividend Growth UCITS ETF USD Acc • IE00BZ56RG20 | ETF | 50.0% | 0.33% |
DHSA.LSE WisdomTree US Equity Income UCITS ETF Acc • IE00BD6RZT93 | ETF | 50.0% | 0.29% |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +2.6% | -5.7% | +6.1% | +2.3% | +0.7% | +2.0% | +2.7% | -3.5% | +2.5% | - | - | +11.7% |
| 2025 | +3.7% | -0.3% | -3.2% | -4.4% | +3.8% | +3.3% | +2.5% | +2.8% | +0.8% | +0.6% | +2.5% | +0.6% | +13.0% |
| 2024 | +1.3% | +2.0% | +4.2% | -3.8% | +1.5% | +3.1% | +4.3% | +1.7% | +2.3% | +0.5% | +4.7% | -5.4% | +17.0% |
| 2023 | +2.6% | -1.6% | -1.0% | +0.9% | -3.3% | +5.9% | +3.7% | -1.9% | -4.2% | -3.9% | +7.7% | +6.0% | +10.4% |
| 2022 | -2.3% | -0.7% | +4.6% | -3.6% | +0.9% | -6.8% | +5.1% | -1.9% | -6.7% | +9.3% | +3.3% | -2.0% | -2.1% |
| 2021 | +0.3% | +1.5% | +6.7% | +2.6% | +1.9% | -0.5% | +2.4% | +2.0% | -3.4% | +3.4% | +0.1% | +5.8% | +24.7% |
| 2020 | -1.7% | -10.1% | -10.5% | +9.3% | +1.3% | +1.5% | +3.5% | +5.1% | -1.9% | -3.2% | +10.9% | +2.3% | +4.1% |
| 2019 | +6.5% | +3.9% | +1.1% | +2.3% | -5.9% | +5.5% | +2.9% | -2.9% | +4.0% | +1.0% | +3.1% | +1.8% | +25.1% |
| 2018 | +2.8% | -4.0% | -3.5% | +1.1% | +1.5% | +1.0% | +2.9% | +1.9% | +0.8% | -4.9% | +1.6% | -8.0% | -7.3% |
| 2017 | -0.1% | +4.5% | +0.1% | +0.4% | +0.9% | +0.6% | +1.2% | +0.1% | +2.4% | +1.9% | +3.4% | +2.3% | +19.1% |
| 2016 | - | - | - | - | - | - | - | - | - | - | +3.2% | +2.1% | +5.4% |
DGRA + DHSA returned +11.76% 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.