Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DSOL.XETRA WisdomTree Physical Solana • GB00BNGJ9G01 | ETF | 20.0% | 0.5% |
WBIT.XETRA WisdomTree Physical Bitcoin • GB00BJYDH287 | ETF | 20.0% | 0.15% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 20.0% | 0.25% |
XDWH.XETRA Xtrackers MSCI World Health Care UCITS ETF 1C • IE00BM67HK77 | ETF | 20.0% | 0.25% |
IQQI.F iShares Global Infrastructure UCITS ETF • IE00B1FZS467 | ETF | 20.0% | 0.65% |
| Total | 100.0% | 0.36% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.1% | -7.4% | -1.6% | +5.4% | +4.0% | -2.1% | -1.0% | +10.2% | +6.1% | -1.5% | - | - | +8.1% |
| 2025 | +10.0% | -13.4% | -7.4% | -0.4% | +6.3% | -1.7% | +8.4% | -0.1% | +2.0% | +1.7% | -7.1% | -3.7% | -7.7% |
| 2024 | +3.1% | +15.8% | +14.2% | -12.5% | +9.1% | -2.2% | +7.9% | -9.7% | +5.0% | +6.1% | +24.5% | -7.7% | +58.9% |
| 2023 | +33.1% | -0.9% | +1.9% | +1.8% | -0.8% | -0.4% | +7.4% | -5.8% | -0.4% | +28.2% | +26.9% | +42.3% | +215.3% |
| 2022 | - | - | +1.7% | -7.4% | -15.9% | -12.1% | +14.0% | -5.9% | -3.6% | +2.3% | -8.4% | -5.9% | -36.5% |
Jac returned +28.90% a year over the 5 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
€421.86
17 payments
Dividend Yield
0.45%
(annualized)
Avg Per Payment
€24.82
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 | €74.09 |
| 2025 | €168.14 |
| 2024 | €114.91 |
| 2023 | €32.20 |
| 2022 | €32.52 |
| Total | €421.86 |