Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 25.0% | 0.85% |
LBRE.XETRA Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc • LU1834983550 | ETF | 25.0% | 0.3% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 25.0% | 0.18% |
SPGP.LSE iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 25.0% | 0.55% |
| Total | 100.0% | 0.47% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.1% | +11.6% | -10.5% | +2.9% | +6.0% | -5.6% | -2.2% | +13.0% | -3.4% | -1.7% | - | - | +16.6% |
| 2025 | +6.8% | -1.9% | +0.7% | -1.6% | +2.6% | +1.5% | +3.8% | +5.9% | +11.5% | +3.8% | +3.5% | +3.2% | +46.7% |
| 2024 | -3.5% | -1.2% | +8.4% | +5.6% | +0.3% | -0.2% | -0.9% | -2.0% | +2.7% | -0.1% | -1.2% | -2.8% | +4.7% |
| 2023 | +3.9% | -5.3% | +0.5% | -1.5% | -3.6% | +0.4% | +3.1% | -3.6% | +2.9% | -0.3% | +1.4% | +1.4% | -1.1% |
| 2022 | +1.3% | +5.3% | +8.3% | +1.8% | -2.6% | -5.4% | -1.4% | +3.0% | +1.0% | -2.6% | +6.0% | +0.1% | +14.8% |
| 2021 | -0.7% | +0.2% | +2.4% | +3.3% | +3.0% | -2.7% | +0.9% | -1.8% | -2.9% | +1.6% | +1.1% | +1.3% | +5.6% |
| 2020 | -2.8% | -5.8% | -4.8% | +12.7% | +4.3% | +4.4% | +2.6% | +0.3% | -0.2% | -2.9% | +2.9% | +5.9% | +16.1% |
| 2019 | - | - | - | - | +3.3% | +8.0% | +4.3% | +1.4% | -3.4% | -1.9% | +0.3% | +4.0% | +16.6% |
heavy rotation poor sectors A set and forget returned +15.42% 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
£1,627.87
19 payments
Dividend Yield
1.30%
(annualized)
Avg Per Payment
£85.68
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 | £95.06 |
| 2025 | £324.48 |
| 2024 | £237.19 |
| 2023 | £96.94 |
| 2022 | £616.92 |
| 2020 | £26.95 |
| 2019 | £230.32 |
| Total | £1,627.87 |