Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
STHY.LSE PIMCO US Short-Term High Yield Corporate Bond UCITS ETF Dist • IE00B7N3YW49 | ETF | 27.2% | 0.55% |
QDVE.XETRA iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) • IE00B3WJKG14 | ETF | 26.2% | 0.15% |
LYQ7.XETRA Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc • LU1650491282 | ETF | 8.5% | 0.09% |
PPFB.XETRA iShares Physical Gold ETC • IE00B4ND3602 | ETF | 7.6% | 0.12% |
SXRS.XETRA iShares Diversified Commodity Swap UCITS ETF • IE00BDFL4P12 | ETF | 5.6% | 0.19% |
ASWC.XETRA HANetf Future of Defence UCITS ETF • IE000OJ5TQP4 | ETF | 4.5% | 0.49% |
LSMC.XETRA Amundi MSCI Semiconductors UCITS ETF Acc • LU1900066033 | ETF | 3.7% | 0.35% |
WTDX.XETRA WisdomTree Japan Equity UCITS ETF USD Hedged • IE00BVXC4854 | ETF | 3.1% | 0.48% |
ICGA.XETRA iShares MSCI China UCITS ETF USD (Acc) • IE00BJ5JPG56 | ETF | 2.4% | 0.28% |
XWEV.XETRA Xtrackers MSCI World Value ESG UCITS ETF 1C • IE000LAUZQT6 | ETF | 2.3% | 0.25% |
QDV5.XETRA iShares MSCI India UCITS ETF USD (Acc) • IE00BZCQB185 | ETF | 1.9% | 0.65% |
LI7U.XETRA Global X Lithium & Battery Tech UCITS ETF USD Accumulating • IE00BLCHJN13 | ETF | 1.8% | 0.6% |
IQQH.XETRA iShares Global Clean Energy Transition UCITS ETF USD (Dist) • IE00B1XNHC34 | ETF | 1.6% | 0.65% |
KMR.IR Kenmare Resources PLC • IE00BDC5DG00 | STOCK | 1.0% | 0% |
0KGH.LSE Paycom Software Inc • US70432V1026 | STOCK | 1.0% | 0% |
33L.F Lululemon Athletica Inc • US5500211090 | STOCK | 0.9% | 0% |
GD8A.F Gravity Co. Ltd • US38911N2062 | STOCK | 0.4% | 0% |
FR0011210111 Amundi Euro Liquidity Short Term SRI S C • FR0011210111 | FUND | 0.3% | 0.1% |
| Total | 100.0% | 0.31% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +0.6% | -2.5% | +6.7% | +6.7% | -1.3% | -2.3% | +3.7% | +2.3% | -0.5% | - | - | +15.1% |
| 2025 | +1.6% | -1.1% | -4.8% | -2.9% | +4.6% | +0.6% | +4.4% | -0.6% | +4.7% | +4.9% | -1.5% | +0.3% | +10.1% |
| 2024 | +2.4% | +3.2% | +2.9% | -0.4% | +1.6% | +5.3% | -1.6% | -1.0% | +2.0% | +2.3% | +4.6% | +1.5% | +25.1% |
| 2023 | - | - | - | - | - | - | +1.4% | -0.1% | -1.0% | -1.1% | +3.3% | +2.5% | +5.0% |
Portafoglio Scalable returned +16.79% 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
€812.09
64 payments
Dividend Yield
1.91%
(annualized)
Avg Per Payment
€12.69
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 | €212.57 |
| 2025 | €256.21 |
| 2024 | €239.83 |
| 2023 | €103.47 |
| Total | €812.09 |