Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
BIL.US SPDR® Bloomberg 1-3 Month T-Bill ETF • US78468R6633 | ETF | 25.0% | 0.14% |
PDBC.US Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF • US46090F1003 | ETF | 23.0% | 0.59% |
MGK.US Vanguard Mega Cap Growth Index Fund ETF Shares • US9219108167 | ETF | 16.0% | 0.07% |
XLE.US Energy Select Sector SPDR® Fund • US81369Y5069 | ETF | 14.0% | 0.09% |
SPMO.US Invesco S&P 500® Momentum ETF • US46138E3392 | ETF | 11.0% | 0.13% |
SPY.US State Street® SPDR® S&P 500® ETF Trust • US78462F1030 | ETF | 6.0% | 0.0945% |
UUP.US Invesco DB US Dollar Index Bullish Fund • US46141D2036 | ETF | 4.0% | 0.77% |
EEM.US iShares MSCI Emerging Markets ETF • US4642872349 | ETF | 1.0% | 0.68% |
| Total | 100.0% | 0.25% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.2% | +1.3% | +3.4% | +6.3% | +1.4% | -2.6% | +2.6% | +3.6% | +1.4% | +1.3% | - | - | +24.9% |
| 2025 | +2.0% | +0.1% | -1.7% | -3.5% | +3.6% | +3.7% | +2.3% | +0.7% | +1.8% | +1.2% | +0.3% | -0.1% | +10.9% |
| 2024 | +1.6% | +2.9% | +3.4% | -1.1% | +2.2% | +2.1% | -0.8% | +0.3% | +0.5% | +0.6% | +2.9% | -1.1% | +14.2% |
| 2023 | +2.8% | -2.8% | +1.8% | +1.0% | -2.3% | +3.8% | +4.2% | +0.4% | -0.6% | -1.6% | +2.9% | +0.8% | +10.5% |
| 2022 | +2.0% | +1.3% | +4.7% | -2.4% | +3.0% | -6.9% | +4.4% | -1.2% | -6.0% | +7.1% | +1.9% | -0.3% | +7.1% |
| 2021 | +1.1% | +5.6% | +1.1% | +4.0% | +1.3% | +3.4% | +0.1% | +0.7% | +0.7% | +5.2% | -2.8% | +15.4% | +40.6% |
| 2020 | -2.4% | -5.9% | -12.0% | +8.6% | +3.9% | +2.1% | +2.8% | +4.1% | -4.2% | -2.4% | +9.1% | +2.9% | +4.4% |
| 2019 | +6.3% | +2.2% | +1.2% | +1.5% | -4.7% | +4.1% | +0.3% | -2.5% | +1.0% | +0.6% | +1.4% | +2.5% | +14.6% |
| 2018 | +3.6% | -2.9% | -0.5% | +2.6% | +2.4% | -0.3% | +0.8% | +1.2% | +1.3% | -5.6% | -2.4% | -5.6% | -5.8% |
| 2017 | +0.3% | +1.2% | -1.0% | -0.2% | -0.2% | -0.2% | +2.1% | -0.3% | +2.2% | +2.4% | +1.3% | +1.6% | +9.5% |
| 2016 | -3.3% | -0.6% | +4.3% | +3.5% | +0.6% | +1.2% | -0.2% | +0.5% | +1.5% | -0.9% | +1.9% | +1.8% | +10.6% |
| 2015 | - | - | - | - | - | - | - | - | - | +0.2% | -1.1% | -3.8% | -4.6% |
Regime Compass Oktober 2026 Dollar returned +11.83% a year over the 11 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
$5,971.29
315 payments
Dividend Yield
3.19%
(annualized)
Avg Per Payment
$18.96
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 | $343.83 |
| 2025 | $664.28 |
| 2024 | $684.80 |
| 2023 | $622.47 |
| 2022 | $761.64 |
| 2021 | $2,054.38 |
| 2020 | $117.59 |
| 2019 | $173.44 |
| 2018 | $135.03 |
| 2017 | $187.34 |
| 2016 | $211.35 |
| 2015 | $15.13 |
| Total | $5,971.29 |