Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IS3Q.XETRA iShares Edge MSCI World Quality Factor UCITS ETF (Acc) • IE00BP3QZ601 | ETF | 35.0% | 0.25% |
IS3S.XETRA iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 29.0% | 0.25% |
IEF.US iShares 7-10 Year Treasury Bond ETF • US4642874402 | ETF | 21.0% | 0.15% |
4GLD.XETRA Xetra-Gold • DE000A0S9GB0 | ETF | 15.0% | 0% |
| Total | 100.0% | 0.19% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.4% | +3.7% | -5.1% | +5.3% | +6.1% | +0.4% | -1.5% | +2.5% | +0.8% | +0.9% | - | - | +17.2% |
| 2025 | +4.2% | +0.8% | -3.8% | -3.2% | +2.4% | -1.0% | +2.6% | +1.4% | +3.5% | +4.0% | +1.9% | +1.4% | +14.7% |
| 2024 | +2.7% | +1.7% | +4.2% | -1.4% | +1.2% | +2.5% | +1.1% | -0.1% | +1.0% | +1.0% | +4.3% | -1.6% | +17.9% |
| 2023 | +3.8% | -0.1% | +0.7% | -0.3% | +1.9% | +1.1% | +1.7% | -0.0% | -0.9% | -1.4% | +3.3% | +3.1% | +13.5% |
| 2022 | -2.5% | -0.2% | +2.1% | -0.2% | -2.4% | -3.9% | +5.9% | -2.0% | -4.3% | +2.1% | +1.7% | -3.7% | -7.6% |
| 2021 | +0.6% | +1.6% | +5.4% | +0.2% | +1.1% | +2.5% | +1.8% | +1.6% | -1.3% | +2.8% | +0.9% | +3.4% | +22.4% |
| 2020 | +1.2% | -4.8% | -5.5% | +5.7% | +0.7% | +0.1% | -2.2% | +2.7% | -0.5% | -2.0% | +4.1% | +1.1% | +0.0% |
| 2019 | +5.5% | +2.7% | +2.0% | +1.7% | -3.0% | +3.4% | +3.1% | +0.4% | +2.2% | +0.1% | +2.7% | +0.9% | +23.6% |
| 2018 | -1.1% | -0.7% | -1.9% | +3.0% | +3.0% | -1.1% | +1.0% | +0.7% | +0.4% | -2.0% | +0.4% | -4.1% | -2.6% |
| 2017 | -0.9% | +4.7% | -0.3% | -0.7% | -1.8% | -1.7% | -1.4% | +0.0% | +1.7% | +2.9% | -0.5% | +1.1% | +3.0% |
| 2016 | -3.3% | +2.4% | -1.2% | +0.7% | +2.2% | +0.9% | +2.8% | -0.4% | -0.1% | +0.4% | +2.7% | +1.5% | +8.8% |
| 2015 | +8.5% | +3.1% | +3.3% | -2.5% | +2.3% | -3.3% | +1.4% | -6.0% | -1.8% | +7.1% | +2.5% | -3.7% | +10.3% |
| 2014 | - | - | - | - | - | - | - | - | - | +1.0% | +3.4% | +1.8% | +6.2% |
Quality-value-gold returned +10.21% a year over the 12 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
€1,029.21
144 payments
Dividend Yield
0.49%
(annualized)
Avg Per Payment
€7.15
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 | €172.84 |
| 2025 | €185.02 |
| 2024 | €153.73 |
| 2023 | €103.93 |
| 2022 | €73.56 |
| 2021 | €27.83 |
| 2020 | €38.41 |
| 2019 | €61.21 |
| 2018 | €63.20 |
| 2017 | €45.73 |
| 2016 | €42.60 |
| 2015 | €46.65 |
| 2014 | €14.52 |
| Total | €1,029.21 |