Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SGOL.US abrdn Physical Gold Shares ETF • US00326A1043 | ETF | 20.0% | 0.17% |
VGSH.US Vanguard Short-Term Treasury Index Fund ETF Shares • US92206C1027 | ETF | 20.0% | 0.04% |
VGLT.US Vanguard Long-Term Treasury Index Fund ETF Shares • US92206C8477 | ETF | 20.0% | 0.04% |
VIOV.US Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares • US9219327783 | ETF | 20.0% | 0.15% |
VTI.US Vanguard Total Stock Market Index Fund ETF Shares • US9229087690 | ETF | 20.0% | 0.03% |
| Total | 100.0% | 0.09% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.7% | +3.5% | -3.5% | +4.8% | +2.9% | +1.2% | -1.4% | +2.1% | -0.9% | +1.2% | - | - | +13.0% |
| 2025 | +2.9% | -1.6% | -6.5% | -5.3% | +2.8% | -0.6% | +3.3% | +3.2% | +3.4% | +3.1% | +1.5% | -0.8% | +5.0% |
| 2024 | +0.6% | +2.6% | +3.6% | -2.7% | +2.0% | +1.7% | +4.3% | -1.0% | +0.9% | +1.9% | +8.6% | -2.3% | +21.6% |
| 2023 | +6.2% | +0.0% | -2.0% | -1.7% | +1.5% | +2.5% | +2.5% | -1.2% | -2.8% | -2.4% | +4.5% | +5.7% | +13.0% |
| 2022 | -3.1% | +0.3% | +2.0% | -2.1% | -1.8% | -3.9% | +8.6% | -1.8% | -5.9% | +5.5% | -0.6% | -6.7% | -10.2% |
| 2021 | +1.2% | +2.9% | +5.1% | +0.5% | +0.7% | +3.3% | -0.0% | +2.1% | -1.1% | +4.0% | +1.0% | +2.2% | +23.9% |
| 2020 | +1.5% | -3.9% | -9.3% | +8.0% | +1.3% | +0.4% | -0.7% | +2.1% | -1.5% | -0.1% | +4.4% | +2.9% | +4.1% |
| 2019 | +6.4% | +2.9% | +1.1% | +2.5% | -3.2% | +3.1% | +3.6% | +0.8% | +2.3% | -0.8% | +3.0% | -0.1% | +23.6% |
| 2018 | -2.8% | -1.1% | -0.3% | +3.1% | +5.7% | +0.9% | +0.7% | +2.0% | -1.5% | -3.7% | +1.4% | -5.7% | -1.9% |
| 2017 | -1.0% | +4.3% | -1.7% | -0.7% | -3.2% | -1.0% | -2.1% | -0.2% | +2.9% | +2.3% | -0.3% | +0.2% | -0.6% |
| 2016 | -1.8% | +3.2% | -0.6% | +1.6% | +1.4% | +3.1% | +3.6% | -1.3% | -0.0% | -1.6% | +6.2% | +2.0% | +16.6% |
| 2015 | +7.8% | +2.4% | +4.0% | -4.7% | +2.4% | -2.2% | +0.7% | -5.9% | -0.9% | +6.0% | +3.3% | -4.7% | +7.6% |
| 2014 | +1.4% | +2.6% | -0.6% | -0.8% | +2.8% | +2.0% | -0.5% | +5.0% | +0.9% | +2.8% | +2.7% | +3.5% | +23.9% |
| 2013 | -1.5% | +4.7% | +3.6% | -3.1% | +0.4% | -2.8% | +2.5% | -1.1% | -0.3% | +2.4% | -0.3% | -1.3% | +2.9% |
| 2012 | +3.2% | -0.9% | +0.0% | +1.0% | +3.6% | +0.0% | +4.5% | -0.1% | -0.8% | -2.3% | +0.3% | -1.8% | +6.7% |
| 2011 | -4.9% | +3.9% | -2.5% | -0.8% | +2.8% | -3.0% | +2.5% | +2.1% | +2.0% | +3.1% | +2.4% | +2.7% | +10.3% |
| 2010 | - | - | - | - | - | - | - | - | -4.9% | +0.7% | +6.8% | +1.5% | +3.9% |
Golden Butterfly USA returned +9.71% a year over the 16 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
€5,265.71
502 payments
Dividend Yield
1.46%
(annualized)
Avg Per Payment
€10.49
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 | €470.94 |
| 2025 | €595.54 |
| 2024 | €614.57 |
| 2023 | €568.60 |
| 2022 | €366.55 |
| 2021 | €296.55 |
| 2020 | €310.92 |
| 2019 | €341.43 |
| 2018 | €288.47 |
| 2017 | €258.02 |
| 2016 | €239.55 |
| 2015 | €237.53 |
| 2014 | €178.37 |
| 2013 | €148.52 |
| 2012 | €157.23 |
| 2011 | €135.65 |
| 2010 | €57.28 |
| Total | €5,265.71 |