Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 20.0% | 0.1% |
DBMF.US iMGP DBi Managed Futures Strategy ETF • US53700T8273 | ETF | 19.0% | 0.85% |
NTSX.LSE WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc • IE000KF370H3 | ETF | 17.0% | 0.2% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 17.0% | 0.12% |
CBE3.LSE iShares Euro Government Bond 1-3yr UCITS ETF (Acc) • IE00B3VTMJ91 | ETF | 10.0% | 0.15% |
SHRIX.US STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND CLASS I • US8617284000 | FUND | 6.0% | 1.85% |
UEQC.XETRA UBS CMCI Commodity Carry SF UCITS ETF USD acc • IE00BKFB6L02 | ETF | 6.0% | 0.34% |
BTC-USD Bitcoin | CRYPTO | 5.0% | - |
| Total | 100.0% | 0.38% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.0% | +2.4% | -3.7% | +1.5% | +1.7% | -1.5% | -0.5% | +3.6% | +1.2% | +0.8% | - | - | +7.6% |
| 2025 | +2.8% | -1.5% | -1.8% | -1.4% | +1.2% | -1.2% | +2.5% | +0.2% | +4.0% | +3.0% | +0.4% | -0.1% | +8.2% |
| 2024 | +2.4% | +3.6% | +4.6% | +0.4% | +0.2% | +1.8% | +0.2% | -1.4% | +1.7% | +2.4% | +5.4% | +0.0% | +23.0% |
| 2023 | - | - | - | - | - | - | - | - | - | +2.2% | +0.1% | +0.9% | +3.2% |
permanent alternative returned +13.82% 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
€633.05
24 payments
Dividend Yield
1.66%
(annualized)
Avg Per Payment
€26.38
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 | €99.95 |
| 2025 | €230.99 |
| 2024 | €219.92 |
| 2023 | €82.21 |
| Total | €633.05 |