Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00B3MCK713.IR Franklin Floating Rate Fund PLC Z(acc) • IE00B3MCK713 | FUND | 60.9% | 0.75% |
AYLD.AU Global X S&P/ASX 200 Covered Call Complex ETF • AU0000251878 | ETF | 9.2% | 0.45% |
GLDI.US Credit Suisse X-Links Gold Shares Covered Call ETN • US22542D2339 | ETF | 5.0% | 0.65% |
QYLD.US Global X NASDAQ 100 Covered Call ETF • US37954Y4834 | ETF | 5.0% | 0.6% |
XY7D.XETRA Global X S&P 500 Covered Call UCITS ETF D • IE0002L5QB31 | ETF | 5.0% | 0.45% |
TYLG.US Global X Funds - Global X Information Technology Covered Call & Growth ETF • US37960A7431 | ETF | 5.0% | 0.6% |
RYLD.US Global X Russell 2000 Covered Call • US37954Y4594 | ETF | 5.0% | 0.6% |
QYLE.XETRA Global X Nasdaq 100 Covered Call UCITS ETF D • IE00BM8R0J59 | ETF | 4.9% | 0.45% |
| Total | 100.0% | 0.67% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.6% | -0.8% | +2.9% | +1.9% | +0.5% | -0.1% | +2.1% | -0.1% | - | - | - | +7.8% |
| 2025 | +1.7% | -1.1% | -3.3% | -1.4% | +2.1% | -0.1% | +1.7% | +0.5% | +0.6% | +1.9% | +0.3% | +0.2% | +3.1% |
| 2024 | +2.3% | +1.2% | +1.4% | +0.1% | +0.2% | +1.2% | +0.5% | +0.6% | +0.7% | +1.2% | +3.0% | +0.3% | +13.3% |
| 2023 | - | - | - | - | - | - | +1.2% | +0.7% | +0.6% | -0.4% | +1.8% | +1.2% | +5.2% |
max balanced returned +9.27% a year over the 3 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
€1,711.98
249 payments
Dividend Yield
4.62%
(annualized)
Avg Per Payment
€6.88
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 | €485.01 |
| 2025 | €556.17 |
| 2024 | €484.47 |
| 2023 | €186.31 |
| Total | €1,711.98 |