Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IITU.LSE iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 40.9% | 0.15% |
ROLG.LSE iShares Bloomberg Roll Select Commodity Swap UCITS ETF USD • IE00BZ1NCS44 | ETF | 27.5% | 0.28% |
SPGP.LSE iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 11.6% | 0.55% |
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 5.0% | 0.85% |
XWES.LSE Xtrackers MSCI World Energy UCITS ETF 1C • IE00BM67HM91 | ETF | 5.0% | 0.25% |
LBRE.XETRA Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc • LU1834983550 | ETF | 5.0% | 0.3% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.28% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.4% | +4.9% | -1.5% | +6.3% | +7.0% | -5.2% | -0.5% | +9.2% | +2.9% | -1.8% | - | - | +26.4% |
| 2025 | +3.5% | -3.4% | -2.5% | -3.7% | +4.4% | +4.0% | +6.4% | +2.1% | +8.4% | +4.8% | +0.7% | +0.6% | +27.3% |
| 2024 | +0.6% | +2.0% | +5.3% | +1.2% | +1.8% | +5.5% | -3.4% | -1.8% | +0.8% | +3.2% | +2.6% | +1.0% | +20.2% |
| 2023 | +4.4% | -1.6% | +3.6% | -1.1% | +3.3% | +1.8% | +3.3% | -1.4% | -0.2% | -0.5% | +3.2% | +1.9% | +17.6% |
| 2022 | -0.5% | +3.1% | +8.7% | +0.2% | -1.2% | -6.2% | +3.7% | +1.2% | -2.5% | +0.4% | +0.7% | -2.2% | +4.9% |
| 2021 | -0.0% | +1.1% | +1.6% | +5.3% | +0.4% | +3.5% | +2.1% | +1.7% | +0.2% | +3.3% | +2.4% | +1.7% | +25.3% |
| 2020 | -0.9% | -5.5% | -5.3% | +9.2% | +5.4% | +5.1% | +0.8% | +5.5% | -1.1% | -3.8% | +3.5% | +4.3% | +17.2% |
| 2019 | - | - | - | - | +0.5% | +6.5% | +6.4% | -1.2% | -1.3% | -1.8% | +1.6% | +3.1% | +14.1% |
heavy rotation annual rebalance returned +20.49% 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
£407.41
19 payments
Dividend Yield
0.27%
(annualized)
Avg Per Payment
£21.44
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 | £23.74 |
| 2025 | £74.48 |
| 2024 | £60.20 |
| 2023 | £21.50 |
| 2022 | £175.28 |
| 2020 | £4.82 |
| 2019 | £47.39 |
| Total | £407.41 |