Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XGLE.LSE Xtrackers II Eurozone Government Bond UCITS ETF 1C • LU0290355717 | ETF | 30.0% | 0.07% |
EUN5.XETRA iShares Core EUR Corporate Bond UCITS ETF (Dist) • IE00B3F81R35 | ETF | 25.0% | 0.09% |
SYBJ.XETRA State Street SPDR Bloomberg Euro High Yield Bond UCITS ETF EUR Unhedged (Dist) • IE00B6YX5M31 | ETF | 25.0% | 0.4% |
IBGM.AS iShares Euro Government Bond 7-10yr UCITS ETF EUR (Dist) • IE00B1FZS806 | ETF | 20.0% | 0.15% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.8% | -2.7% | +1.3% | +1.0% | +0.4% | -1.3% | -0.0% | -2.1% | +0.5% | - | - | -1.6% |
| 2025 | +0.3% | +0.6% | -1.4% | +1.4% | +0.7% | -0.0% | +0.3% | -0.2% | +0.5% | +0.6% | +0.1% | -0.2% | +2.8% |
| 2024 | -0.4% | -0.6% | +0.8% | -1.0% | +0.2% | +0.4% | +1.9% | +0.4% | +1.2% | -0.5% | +1.8% | -0.7% | +3.4% |
| 2023 | +2.3% | -1.6% | +1.9% | +0.0% | +0.3% | +0.1% | +0.3% | +0.2% | -1.5% | +0.3% | +3.0% | +3.4% | +8.9% |
| 2022 | -1.7% | -2.1% | -1.7% | -3.6% | -1.3% | -3.7% | +5.2% | -4.9% | -3.3% | +0.6% | +2.9% | -2.7% | -15.5% |
| 2021 | -0.4% | -1.1% | +0.6% | -0.5% | -0.0% | +0.4% | +1.3% | -0.4% | -0.8% | -0.7% | +0.7% | -0.3% | -1.2% |
| 2020 | +1.3% | -0.8% | -5.9% | +2.8% | +0.9% | +1.2% | +1.0% | +0.2% | +0.5% | +0.6% | +1.5% | +0.4% | +3.4% |
| 2019 | +1.6% | +0.5% | +1.6% | +0.4% | +0.1% | +2.2% | +1.2% | +1.6% | -0.5% | -0.7% | -0.2% | -0.1% | +7.6% |
| 2018 | -0.4% | -0.1% | +0.8% | +0.1% | -1.1% | +0.4% | +0.3% | -0.3% | -0.2% | -0.4% | -0.4% | +0.3% | -1.0% |
| 2017 | -1.1% | +1.1% | -0.4% | +0.7% | +0.6% | -0.4% | +0.6% | +0.6% | -0.3% | +1.1% | -0.1% | -0.5% | +2.0% |
| 2016 | +1.0% | +0.6% | +1.4% | -0.1% | +0.5% | +1.3% | +1.4% | +0.3% | -0.1% | -1.1% | -1.3% | +1.1% | +5.1% |
| 2015 | +1.4% | +1.0% | +0.4% | -0.8% | -0.9% | -2.2% | +1.8% | -0.9% | -0.3% | +1.9% | +0.5% | -1.3% | +0.4% |
| 2014 | +1.7% | +0.9% | +0.6% | +0.9% | +0.9% | +0.9% | +0.7% | +1.3% | -0.0% | +0.3% | +1.1% | +0.7% | +10.4% |
| 2013 | -0.8% | +0.4% | +0.7% | +2.0% | -0.6% | -2.1% | +1.2% | -0.3% | +0.9% | +1.6% | +0.3% | -0.7% | +2.6% |
| 2012 | - | +1.0% | +0.9% | -0.5% | +0.6% | -0.6% | +1.7% | +1.6% | +0.8% | +1.0% | +1.1% | +0.9% | +8.8% |
PORTEFEUILLE OBLIGATAIRE returned +2.27% a year over the 15 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
€3,377.36
78 payments
Dividend Yield
1.77%
(annualized)
Avg Per Payment
€43.30
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 | €380.48 |
| 2025 | €412.46 |
| 2024 | €412.61 |
| 2023 | €316.62 |
| 2022 | €149.65 |
| 2021 | €141.96 |
| 2020 | €151.33 |
| 2019 | €169.59 |
| 2018 | €148.04 |
| 2017 | €193.47 |
| 2016 | €191.50 |
| 2015 | €175.39 |
| 2014 | €248.86 |
| 2013 | €201.33 |
| 2012 | €84.08 |
| Total | €3,377.36 |