Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
CW8.PA Amundi MSCI World Swap UCITS ETF EUR Acc • LU1681043599 | ETF | 37.3% | 0.38% |
MMS.PA Lyxor MSCI EMU Small Cap UCITS ETF EUR • FR0010168773 | ETF | 27.4% | 0.4% |
PAEEM.PA Amundi PEA Emergent (MSCI Emerging) ESG Transition UCITS ETF Acc • FR0013412020 | ETF | 10.1% | 0.3% |
PINR.PA Amundi PEA Inde (MSCI India) UCITS ETF Acc • FR0011869320 | ETF | 8.5% | 0.85% |
PANX.PA Amundi PEA US Tech Screened UCITS ETF Acc • FR0013412269 | ETF | 5.0% | 0.3% |
LGWS.XETRA Amundi MSCI EMU Value Factor UCITS ETF Dist • LU1598690169 | ETF | 4.2% | 0.4% |
LYHLT.SW Amundi STOXX Europe 600 Healthcare UCITS ETF Acc • LU1834986900 | ETF | 4.2% | 0.3% |
SELD.XETRA Amundi Stoxx Europe Select Dividend 30 UCITS ETF Dist • LU1812092168 | ETF | 3.3% | 0.3% |
| Total | 100.0% | 0.41% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +1.9% | -6.3% | +9.0% | +5.8% | +0.4% | -0.8% | +1.9% | +0.4% | +0.8% | - | - | +14.6% |
| 2025 | +2.9% | -1.1% | -4.9% | -2.1% | +6.0% | +1.0% | +3.0% | -0.5% | +1.9% | +4.2% | +0.2% | +0.6% | +11.3% |
| 2024 | +2.1% | +2.2% | +3.6% | -0.5% | +2.3% | +2.2% | +1.1% | -0.4% | +1.1% | -1.0% | +3.8% | +0.0% | +17.7% |
| 2023 | +5.9% | +0.7% | -0.9% | +0.6% | +1.2% | +3.1% | +2.7% | -1.3% | -1.7% | -3.9% | +6.1% | +3.7% | +17.1% |
| 2022 | -3.8% | -3.1% | +2.9% | -1.4% | -2.9% | -7.4% | +8.1% | -2.3% | -6.6% | +4.4% | +2.7% | -4.9% | -14.6% |
| 2021 | +0.5% | +3.1% | +5.3% | +1.5% | +1.4% | +2.9% | +1.1% | +3.7% | -2.2% | +3.7% | -1.0% | +3.7% | +26.2% |
| 2020 | -0.4% | -7.4% | -14.8% | +9.6% | +2.3% | +3.4% | +0.4% | +4.6% | -0.4% | -3.4% | +11.5% | +3.9% | +6.5% |
| 2019 | - | - | - | - | -1.2% | +3.6% | +1.6% | -1.8% | +3.2% | +1.1% | +3.5% | +1.6% | +12.1% |
PEA mis à jourt returned +11.68% a year over the 7 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
€854.20
27 payments
Dividend Yield
0.78%
(annualized)
Avg Per Payment
€31.64
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2025 | €180.87 |
| 2024 | €145.05 |
| 2023 | €91.18 |
| 2022 | €150.45 |
| 2021 | €103.48 |
| 2020 | €77.64 |
| 2019 | €105.49 |
| Total | €854.20 |