Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DGRA.LSE WisdomTree US Quality Dividend Growth UCITS ETF USD Acc • IE00BZ56RG20 | ETF | 50.0% | 0.33% |
MVEA.AS iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF • IE00BKVL7331 | ETF | 50.0% | 0.2% |
| Total | 100.0% | 0.27% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +2.1% | -6.2% | +5.7% | +2.7% | -0.2% | +1.3% | +4.0% | -2.5% | +2.8% | - | - | +10.0% |
| 2025 | +3.5% | -0.2% | -3.4% | -2.3% | +3.6% | +2.5% | +1.5% | +1.2% | +1.0% | +0.1% | +1.5% | +0.2% | +9.4% |
| 2024 | +2.3% | +2.4% | +3.2% | -3.8% | +1.5% | +4.0% | +2.8% | +2.5% | +2.0% | -0.8% | +4.5% | -5.4% | +15.8% |
| 2023 | +2.2% | -1.7% | +2.0% | +1.9% | -2.0% | +6.0% | +2.5% | -1.1% | -4.5% | -2.5% | +8.1% | +4.5% | +15.7% |
| 2022 | -5.7% | +0.2% | +2.4% | -3.5% | -1.8% | -7.6% | +8.2% | +0.2% | -8.9% | +7.7% | +3.4% | -1.8% | -8.5% |
| 2021 | +0.8% | +0.2% | +4.9% | +3.0% | +1.8% | +1.1% | +2.4% | +2.9% | -4.0% | +3.8% | +0.6% | +3.5% | +22.9% |
| 2020 | - | - | - | - | +3.1% | +1.4% | +2.3% | +10.8% | -0.7% | -2.0% | +7.7% | +1.7% | +26.4% |
DGRA + MVEA returned +13.75% a year over the 6 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.