Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IWDA.LSE iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 21.0% | 0.2% |
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 10.0% | 0.25% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 10.0% | 0% |
ZPRS.XETRA State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) • IE00BCBJG560 | ETF | 10.0% | 0.45% |
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 10.0% | 0.85% |
XDWS.XETRA Xtrackers MSCI World Consumer Staples UCITS ETF 1C • IE00BM67HN09 | ETF | 6.0% | 0.25% |
HLTW.PA Amundi MSCI World Health Care UCITS ETF EUR Acc • LU0533033238 | ETF | 6.0% | 0.3% |
XDWU.XETRA Xtrackers MSCI World Utilities UCITS ETF 1C • IE00BM67HQ30 | ETF | 6.0% | 0.25% |
XDW0.XETRA Xtrackers MSCI World Energy UCITS ETF 1C 1C • IE00BM67HM91 | ETF | 6.0% | 0.25% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 6.0% | 0.18% |
SHRIX.US STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND CLASS I • US8617284000 | FUND | 5.0% | 1.85% |
LYQ6.XETRA Amundi Euro Government Bond 10-15Y UCITS ETF Acc • LU1650489385 | ETF | 4.0% | 0.15% |
| Total | 100.0% | 0.37% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +5.3% | -3.9% | +3.9% | +3.4% | +0.8% | -0.7% | +2.4% | +0.9% | +1.9% | - | - | +18.5% |
| 2025 | +3.9% | -0.5% | -3.6% | -3.7% | +2.5% | -0.7% | +3.1% | +1.1% | +3.1% | +4.1% | +1.9% | +0.3% | +11.5% |
| 2024 | +2.0% | +1.9% | +4.6% | +0.2% | +0.2% | +2.1% | +1.4% | -0.7% | +1.3% | +0.7% | +4.8% | -1.9% | +17.8% |
| 2023 | +2.5% | +0.1% | -1.0% | +0.0% | +0.6% | +1.9% | +2.1% | -0.4% | -0.1% | -2.0% | +2.1% | +2.5% | +8.4% |
| 2022 | -0.2% | +0.7% | +4.2% | +2.4% | -1.8% | -3.5% | +5.4% | +0.1% | -3.5% | +3.5% | -1.2% | -3.7% | +1.9% |
| 2021 | +1.4% | +2.1% | +5.6% | +0.2% | +1.0% | +2.4% | +0.5% | +1.3% | -0.1% | +3.4% | -0.4% | +3.3% | +22.9% |
| 2020 | +0.6% | -6.3% | -8.3% | +6.8% | +0.7% | +0.3% | -0.6% | +2.2% | -0.8% | -1.1% | +5.0% | +2.0% | -0.6% |
| 2019 | - | - | - | - | -1.6% | +3.1% | +3.1% | +0.4% | +2.4% | -0.6% | +2.5% | +1.2% | +10.8% |
Dream Team Long History returned +12.02% a year over the 7 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
€1,140.95
49 payments
Dividend Yield
1.04%
(annualized)
Avg Per Payment
€23.28
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 | €101.43 |
| 2025 | €210.26 |
| 2024 | €209.74 |
| 2023 | €129.41 |
| 2022 | €303.79 |
| 2021 | €26.60 |
| 2020 | €43.73 |
| 2019 | €116.02 |
| Total | €1,140.95 |