Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IE00B3MCK713.IR Franklin Floating Rate Fund PLC Z(acc) • IE00B3MCK713 | FUND | 30.0% | 0.75% |
TYLG.US Global X Funds - Global X Information Technology Covered Call & Growth ETF • US37960A7431 | ETF | 20.0% | 0.6% |
QYLD.US Global X NASDAQ 100 Covered Call ETF • US37954Y4834 | ETF | 15.0% | 0.6% |
GLDI.US Credit Suisse X-Links Gold Shares Covered Call ETN • US22542D2339 | ETF | 10.0% | 0.65% |
AYLD.AU Global X S&P/ASX 200 Covered Call Complex ETF • AU0000251878 | ETF | 10.0% | 0.45% |
QYLE.XETRA Global X Nasdaq 100 Covered Call UCITS ETF D • IE00BM8R0J59 | ETF | 5.0% | 0.45% |
XY7D.XETRA Global X S&P 500 Covered Call UCITS ETF D • IE0002L5QB31 | ETF | 5.0% | 0.45% |
RYLD.US Global X Russell 2000 Covered Call • US37954Y4594 | ETF | 5.0% | 0.6% |
| Total | 100.0% | 0.62% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +1.2% | -1.1% | +4.8% | +4.2% | +1.1% | -1.9% | +3.4% | +0.1% | - | - | - | +12.6% |
| 2025 | +2.4% | -1.8% | -5.5% | -2.7% | +2.1% | +0.0% | +2.6% | +0.4% | +2.1% | +3.5% | -0.3% | +0.7% | +3.2% |
| 2024 | +4.4% | +1.7% | +1.7% | -0.6% | +0.5% | +2.5% | +0.0% | +0.5% | +1.1% | +1.8% | +4.4% | +0.6% | +20.2% |
| 2023 | - | - | - | - | - | - | +1.7% | +0.3% | -0.2% | -0.0% | +2.4% | +0.1% | +4.2% |
max sharpe returned +12.51% 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
€3,149.05
249 payments
Dividend Yield
8.21%
(annualized)
Avg Per Payment
€12.65
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 | €896.67 |
| 2025 | €1,029.94 |
| 2024 | €925.59 |
| 2023 | €296.84 |
| Total | €3,149.05 |