Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SHPIX.US SHORT SMALL-CAP PROFUND • US74318A5544 | FUND | 10.0% | 1.54% |
URPIX.US ULTRABEAR PROFUND • US7431858783 | FUND | 10.0% | 1.53% |
UHPIX.US ULTRASHORT CHINA PROFUND • US74318X7378 | FUND | 10.0% | 1.75% |
UWPIX.US ULTRASHORT DOW 30 PROFUND • US74318A3721 | FUND | 10.0% | 1.63% |
UVPIX.US ULTRASHORT EMERGING MARKETS PROFUND • US74318X8442 | FUND | 10.0% | 1.75% |
UXPIX.US ULTRASHORT INTERNATIONAL PROFUND • US74318X8855 | FUND | 10.0% | 1.75% |
UKPIX.US ULTRASHORT JAPAN PROFUND • US74318X1090 | FUND | 10.0% | 1.75% |
UFPIX.US ULTRASHORT LATIN AMERICA PROFUND • US74318X7600 | FUND | 10.0% | 1.75% |
UIPIX.US ULTRASHORT MID-CAP PROFUND • US74318A3564 | FUND | 10.0% | 1.75% |
USPIX.US ProFunds UltraShort NASDAQ-100 Fund Investor Class • US7431858452 | FUND | 10.0% | 1.75% |
| Total | 100.0% | 1.70% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.6% | -0.7% | +13.5% | -15.4% | -2.8% | +3.0% | -0.6% | -2.1% | +5.9% | +0.7% | - | - | -11.6% |
| 2025 | -3.2% | +1.0% | +1.6% | -5.5% | -8.3% | -11.7% | +0.2% | -7.6% | -9.0% | -3.8% | +1.0% | -0.6% | -38.3% |
| 2024 | +5.5% | -8.1% | -2.9% | +8.1% | -7.2% | +2.4% | -3.5% | -4.6% | -9.0% | +8.0% | +0.6% | +2.9% | -9.2% |
| 2023 | -16.8% | +11.6% | +20.7% | +0.4% | +5.6% | -14.1% | -10.1% | +10.0% | +11.3% | +6.4% | -17.7% | -7.9% | -9.5% |
| 2022 | +6.0% | +3.8% | -9.1% | +20.0% | -8.2% | +15.2% | -7.2% | +4.0% | +22.6% | -7.3% | -24.7% | +7.4% | +12.8% |
| 2021 | -1.4% | -5.2% | -1.0% | -8.3% | -3.6% | -1.0% | +6.5% | -2.4% | +10.8% | -6.5% | +7.8% | -6.0% | -11.8% |
| 2020 | +7.2% | +14.6% | +15.3% | -19.5% | -12.7% | -11.8% | -15.3% | -9.6% | +4.9% | +0.6% | -25.1% | -11.3% | -52.9% |
| 2019 | -16.3% | -3.9% | -0.3% | -4.8% | +17.3% | -14.0% | +2.9% | +5.3% | -3.0% | -8.4% | -3.1% | -2.9% | -30.2% |
| 2018 | -16.3% | +8.9% | +1.7% | +1.2% | +3.6% | +3.9% | -6.5% | +0.1% | -1.7% | +16.4% | -4.3% | +16.2% | +20.4% |
| 2017 | -9.5% | -3.4% | -3.5% | -4.2% | -6.5% | -4.0% | -9.8% | -2.2% | -3.8% | -3.4% | -4.6% | -3.9% | -45.5% |
| 2016 | +10.7% | +1.4% | -19.7% | -1.8% | +1.4% | -1.8% | -8.3% | -5.1% | -2.7% | +0.6% | +0.9% | -0.5% | -24.5% |
| 2015 | +9.8% | -8.8% | +6.6% | -10.9% | +1.7% | +1.5% | +3.2% | +10.7% | +8.2% | -14.1% | +2.1% | +2.5% | +9.1% |
| 2014 | +14.0% | -9.9% | -2.6% | -1.0% | -2.5% | -6.4% | +1.3% | -5.7% | +12.1% | -5.9% | -0.8% | +8.4% | -2.1% |
| 2013 | -10.6% | +5.4% | -2.9% | -8.7% | +1.5% | +4.7% | -9.5% | +2.9% | -13.9% | -5.7% | -5.8% | -5.0% | -39.9% |
| 2012 | -14.4% | -10.5% | -2.9% | +3.3% | +27.0% | -11.0% | +3.7% | -6.4% | -8.1% | +0.6% | -2.6% | -9.2% | -31.1% |
| 2011 | -5.4% | -5.6% | -5.0% | -9.5% | +6.8% | -0.5% | +3.4% | +7.6% | +29.1% | -25.0% | +5.3% | +5.6% | -2.5% |
| 2010 | +15.1% | -6.1% | -12.4% | -0.4% | +24.9% | +2.6% | -17.6% | +9.4% | -23.8% | -7.4% | +5.5% | -12.1% | -28.7% |
| 2009 | +20.7% | +14.6% | -26.5% | -21.8% | -22.4% | -2.5% | -16.6% | -3.7% | -10.9% | +1.2% | -12.0% | -3.0% | -62.9% |
| 2008 | - | -7.3% | -1.2% | -14.1% | -6.1% | +16.5% | +5.1% | +8.9% | +22.4% | +30.0% | -0.3% | +3216.0% | +5075.7% |
Mixed Short returned -4.41% a year over the 19 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
€521,874.46
59 payments
Dividend Yield
44.41%
(annualized)
Avg Per Payment
€8845.33
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 | €102.93 |
| 2025 | €591.64 |
| 2024 | €23.80 |
| 2023 | €435.83 |
| 2020 | €22.54 |
| 2019 | €1,460.79 |
| 2009 | €1,787.16 |
| 2008 | €517,449.74 |
| Total | €521,874.46 |