Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 39.2% | 0.12% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 28.6% | 0.17% |
VGWL.XETRA Vanguard FTSE All-World UCITS ETF (USD) Distributing • IE00B3RBWM25 | ETF | 12.2% | 0.19% |
EUM.US ProShares Short MSCI Emerging Markets • US74349Y7461 | ETF | 5.0% | 0.95% |
GSCE.US GS Connect S&P GSCI Enhanced Commodity Total Return ETN • US38144L8524 | ETF | 5.0% | 0.75% |
EFZ.US ProShares Short MSCI EAFE • US74350P4366 | ETF | 5.0% | 0.95% |
LU0568619042 Sgam Absolute Return Forex • LU0568619042 | FUND | 3.0% | 1.8% |
LU1353951616 AXA World Funds - Global Inflation Short Duration Bonds F Distribution USD • LU1353951616 | FUND | 2.0% | 0.5% |
| Total | 100.0% | 0.32% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.6% | +3.8% | -3.6% | +2.4% | +1.2% | -2.6% | -0.9% | +3.4% | -0.5% | +1.1% | - | - | +7.7% |
| 2025 | +4.6% | -1.3% | -1.3% | -2.3% | +1.5% | -2.0% | +3.9% | +0.2% | +4.7% | +3.4% | +1.5% | +0.9% | +14.5% |
| 2024 | +2.5% | +0.9% | +5.5% | +2.2% | -0.9% | +3.0% | +0.5% | +0.0% | +1.7% | +4.3% | +2.9% | +0.8% | +26.0% |
| 2023 | +2.3% | -0.2% | +1.8% | -0.8% | +2.9% | -1.1% | +0.8% | +0.7% | +0.7% | +1.8% | +0.1% | +0.7% | +10.1% |
| 2022 | -0.9% | +2.0% | +4.8% | +2.5% | -3.6% | -0.8% | +3.3% | -1.1% | -1.4% | -0.0% | -0.3% | -1.8% | +2.4% |
| 2021 | -0.0% | -1.4% | +3.2% | +2.1% | +2.3% | +0.2% | +2.4% | +1.0% | -0.6% | +3.0% | +1.9% | +1.0% | +15.9% |
| 2020 | +1.7% | -2.9% | -3.5% | +6.9% | +0.0% | +0.9% | +1.0% | +0.7% | -1.7% | -1.1% | -0.1% | +2.0% | +3.4% |
| 2019 | +4.5% | +2.0% | +0.7% | +1.6% | -1.5% | +3.5% | +3.0% | +2.6% | +0.4% | -0.1% | +0.9% | +1.5% | +20.6% |
| 2018 | -1.0% | +0.1% | -1.9% | +3.2% | +3.3% | -1.3% | -1.0% | +0.6% | -0.2% | +0.9% | -0.7% | -1.8% | +0.1% |
| 2017 | - | - | - | - | - | - | - | - | - | -0.1% | -0.6% | +0.8% | +0.1% |
Good Portfolio returned +10.94% a year over the 9 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
€848.28
84 payments
Dividend Yield
0.61%
(annualized)
Avg Per Payment
€10.10
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 | €97.38 |
| 2025 | €166.71 |
| 2024 | €209.31 |
| 2023 | €161.57 |
| 2022 | €57.40 |
| 2021 | €25.69 |
| 2020 | €36.85 |
| 2019 | €64.94 |
| 2018 | €28.43 |
| Total | €848.28 |