Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
JNUG.US Direxion Daily Junior Gold Miners Index Bull 2X Shares • US25460G8318 | ETF | 20.0% | 0.95% |
FAZ.US Direxion Daily Financial Bear 3X Shares • US25460E2164 | ETF | 20.0% | 0.95% |
EDC.US Direxion Daily MSCI Emerging Markets Bull 3X Shares • US25490K2814 | ETF | 10.0% | 1.07% |
INDL.US Direxion Daily MSCI India Bull 2x Shares • US25490K3317 | ETF | 10.0% | 1.07% |
EDZ.US Direxion Daily MSCI Emerging Markets Bear 3X Shares • US25461H8613 | ETF | 10.0% | 1.07% |
MIDU.US Direxion Daily Mid Cap Bull 3X Shares • US25459W7305 | ETF | 10.0% | 1.03% |
DRV.US Direxion Daily Real Estate Bear 3X Shares • US25460G4192 | ETF | 10.0% | 1.07% |
DRN.US Direxion Daily Real Estate Bull 3X Shares • US25459W7552 | ETF | 5.0% | 1.07% |
EUNL.XETRA iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 5.0% | 0.2% |
| Total | 100.0% | 0.97% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | +14.9% | -8.3% | -3.0% | +2.4% | -7.8% | -7.4% | +12.8% | +0.1% | -2.5% | - | - | +0.7% |
| 2025 | +1.6% | -4.1% | +4.0% | +0.4% | +1.1% | -2.6% | +2.6% | +8.5% | +10.3% | +1.3% | +6.2% | -0.7% | +31.2% |
| 2024 | -3.0% | -3.0% | +12.0% | +5.2% | +2.1% | -1.7% | +4.8% | -5.7% | +1.0% | +6.3% | -3.7% | +2.0% | +16.1% |
| 2023 | +0.5% | -0.2% | +11.9% | -3.0% | +2.7% | -2.1% | +0.1% | +0.4% | +2.7% | +1.4% | +1.0% | +0.1% | +15.7% |
| 2022 | -4.2% | +5.2% | +3.1% | +6.9% | -9.4% | -2.2% | +2.9% | -2.5% | +6.6% | -6.3% | +0.6% | -1.5% | -2.3% |
| 2021 | -2.4% | -6.7% | -0.3% | -4.2% | +3.1% | -2.1% | -1.7% | -3.4% | -1.8% | +1.7% | +3.4% | -0.9% | -14.6% |
| 2020 | -1.3% | -5.5% | -32.5% | +30.4% | +0.1% | +0.1% | +5.0% | -1.5% | -0.5% | -1.8% | -8.7% | +3.3% | -21.6% |
| 2019 | +24.6% | -1.7% | +29.9% | -7.2% | +1.0% | +7.4% | +3.7% | +3.7% | -5.8% | +12.8% | -2.1% | +10.0% | +97.3% |
| 2018 | -5.1% | -4.7% | +11.1% | +3.7% | +1.7% | -0.1% | -2.0% | -8.8% | -2.6% | +21.8% | -2.0% | +11.9% | +23.0% |
| 2017 | +12.0% | -1.2% | +10.0% | -6.7% | -4.1% | -2.2% | -2.0% | +3.2% | -5.5% | -0.1% | -4.7% | +4.7% | +1.6% |
| 2016 | -0.1% | +21.5% | -2.2% | +26.4% | -8.8% | +17.9% | +11.9% | -10.7% | +0.7% | -5.5% | -9.2% | -5.0% | +32.2% |
| 2015 | +28.2% | -2.3% | -6.4% | -1.4% | +3.2% | -4.7% | -13.2% | -2.6% | -1.7% | +0.7% | -2.9% | -3.5% | -10.9% |
| 2014 | +7.6% | +8.6% | -5.9% | -1.2% | -0.5% | +18.1% | -2.1% | +2.4% | -7.0% | -14.1% | -4.6% | +494.0% | +480.0% |
| 2013 | - | - | - | - | - | - | - | - | - | -4.7% | -10.3% | -4.2% | -18.1% |
Direxion 77 returned +23.70% 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
€181,314.99
204 payments
Dividend Yield
15.94%
(annualized)
Avg Per Payment
€888.80
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 | €2,772.03 |
| 2025 | €11,946.41 |
| 2024 | €18,459.99 |
| 2023 | €12,312.21 |
| 2022 | €139.30 |
| 2021 | €579.76 |
| 2020 | €3,649.94 |
| 2019 | €64,261.56 |
| 2018 | €16,190.68 |
| 2017 | €7,002.20 |
| 2016 | €117.84 |
| 2014 | €43,874.60 |
| 2013 | €8.44 |
| Total | €181,314.99 |