Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XGSD.LSE Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D • LU0292096186 | ETF | 25.0% | 0.5% |
CTY.LSE City Of London Investment Trust • GB0001990497 | STOCK | 17.0% | 0% |
CTPE.LSE CT Private Equity Trust PLC • GB0030738271 | STOCK | 15.0% | 0% |
MLPP.LSE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist • IE00B8CJW150 | ETF | 10.0% | 0.5% |
HFEL.LSE Henderson Far East Income Ltd • JE00B1GXH751 | STOCK | 10.0% | 0% |
PFFA.US Virtus InfraCap U.S. Preferred Stock • US26923G8226 | ETF | 8.0% | 1.72% |
SLVRP.PA WisdomTree Silver • GB00B15KY328 | ETF | 5.0% | 0.49% |
NCYF.LSE CQS New City High Yield Fund • JE00B1LZS514 | STOCK | 5.0% | 0% |
TRY.LSE TR Property Investment Trust plc • GB0009064097 | STOCK | 5.0% | 0% |
| Total | 100.0% | 0.34% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.4% | +2.8% | -6.8% | +2.7% | +1.8% | -1.4% | +3.5% | +1.0% | -2.6% | +0.1% | - | - | +13.1% |
| 2025 | +5.1% | -2.4% | -0.2% | -1.1% | +1.7% | +1.7% | +4.1% | -0.6% | +1.2% | +2.7% | +2.2% | +1.8% | +16.9% |
| 2024 | -0.6% | -1.1% | +3.0% | +2.5% | +2.3% | -0.7% | +4.5% | -2.0% | +1.3% | -0.6% | +3.4% | -0.2% | +12.3% |
| 2023 | +5.8% | -1.0% | -3.7% | +2.9% | -5.0% | +0.6% | +3.5% | -1.2% | +0.4% | -4.0% | +4.6% | +3.7% | +6.3% |
| 2022 | +1.8% | -2.3% | +3.6% | -0.3% | +0.7% | -5.7% | +3.3% | +17.4% | -5.3% | +2.5% | +5.4% | -1.5% | +19.3% |
| 2021 | -0.7% | +0.7% | +7.4% | +3.4% | +2.5% | +0.6% | -0.4% | +3.8% | -1.6% | +1.2% | -1.6% | +3.4% | +20.1% |
| 2020 | -0.7% | -9.2% | -21.8% | +14.3% | +0.9% | +0.6% | -0.5% | +1.7% | -3.7% | +0.4% | +10.1% | +3.6% | -8.8% |
| 2019 | +4.2% | +1.5% | +1.9% | +2.2% | -1.6% | +4.3% | +3.5% | -1.8% | +1.0% | -1.1% | -0.5% | +2.7% | +17.1% |
| 2018 | - | - | - | - | -0.2% | -0.7% | +1.5% | -0.4% | +0.0% | -3.7% | -0.2% | -3.9% | -7.5% |
Optimised High Sharpe Ratio Portfolio Example Testing returned +10.03% a year over the 8 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
£5,029.03
305 payments
Dividend Yield
4.35%
(annualized)
Avg Per Payment
£16.49
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 | £330.91 |
| 2025 | £445.62 |
| 2024 | £456.84 |
| 2023 | £448.51 |
| 2022 | £2,563.24 |
| 2021 | £279.97 |
| 2020 | £244.64 |
| 2019 | £216.72 |
| 2018 | £42.42 |
| Total | £5,029.03 |