Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 25.0% | 0.85% |
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% |
LBRE.XETRA Amundi STOXX Europe 600 Basic Resources UCITS ETF Acc • LU1834983550 | ETF | 25.0% | 0.3% |
| Total | 100.0% | 0.47% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.5% | +11.6% | -10.5% | +2.6% | +5.9% | -5.9% | -2.1% | +11.9% | -3.0% | -1.8% | - | - | +14.7% |
| 2025 | +6.9% | -1.9% | +0.7% | -1.2% | +2.6% | +1.5% | +3.7% | +7.1% | +12.5% | +2.4% | +5.1% | +3.3% | +50.8% |
| 2024 | -3.5% | -1.2% | +8.4% | +5.4% | +0.2% | +0.0% | -0.9% | -2.0% | +2.6% | +0.2% | -1.3% | -2.9% | +4.5% |
| 2023 | +3.9% | -5.3% | +0.5% | -1.4% | -3.8% | +0.2% | +3.2% | -3.6% | +2.6% | -0.5% | +1.2% | +1.4% | -2.1% |
| 2022 | +1.3% | +5.3% | +8.3% | +2.0% | -2.6% | -5.4% | -1.7% | +3.6% | +2.3% | -2.3% | +2.7% | +0.1% | +13.6% |
| 2021 | -0.5% | +0.2% | +2.4% | +3.2% | +2.7% | -2.3% | +0.8% | -1.6% | -2.7% | +1.3% | +0.9% | +1.5% | +5.9% |
| 2020 | -2.9% | -5.8% | -4.8% | +12.2% | +3.7% | +3.9% | +3.2% | -0.1% | -0.3% | -3.1% | +1.7% | +5.8% | +12.7% |
| 2019 | - | - | - | - | +3.3% | +8.0% | +4.7% | +1.8% | -3.9% | -2.0% | -0.1% | +4.1% | +16.6% |
heavy rotation poor sectors B annual rebalance returned +14.81% 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
£1,652.52
19 payments
Dividend Yield
1.36%
(annualized)
Avg Per Payment
£86.97
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 | £91.67 |
| 2025 | £244.68 |
| 2024 | £227.56 |
| 2023 | £97.05 |
| 2022 | £730.10 |
| 2020 | £24.53 |
| 2019 | £236.93 |
| Total | £1,652.52 |