Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
BNKE.PA Amundi Euro Stoxx Banks UCITS ETF Acc • LU1829219390 | ETF | 15.0% | 0.3% |
IS3S.F iShares Edge MSCI World Value Factor UCITS ETF • IE00BP3QZB59 | ETF | 15.0% | 0.25% |
MEUD.PA Amundi Core Stoxx Europe 600 UCITS ETF Acc • LU0908500753 | ETF | 15.0% | 0.07% |
XDEW.F Xtrackers S&P 500 Equal Weight UCITS ETF 1C • IE00BLNMYC90 | ETF | 15.0% | 0.15% |
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 15.0% | 0.38% |
AEME.PA Amundi Core MSCI Emerging Markets UCITS ETF Acc • LU1437017350 | ETF | 15.0% | 0.18% |
GBSE.XETRA WisdomTree Physical Gold - EUR Daily Hedged • JE00B8DFY052 | ETF | 10.0% | 0.25% |
| Total | 100.0% | 0.22% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.0% | +3.7% | -6.8% | +6.6% | +5.5% | +1.7% | +0.5% | +2.5% | -1.0% | -0.8% | - | - | +17.5% |
| 2025 | +5.4% | +3.7% | -1.5% | -2.1% | +5.1% | -0.0% | +4.1% | +1.7% | +3.6% | +2.7% | +2.6% | +3.6% | +32.7% |
| 2024 | +1.4% | +1.3% | +6.8% | -0.2% | +2.1% | -0.7% | +3.2% | -0.5% | +2.5% | -0.4% | +1.9% | -0.3% | +18.1% |
| 2023 | +7.0% | +0.4% | -3.5% | +0.8% | -1.1% | +3.6% | +3.5% | -2.0% | -0.9% | -3.1% | +5.5% | +3.5% | +13.8% |
| 2022 | +0.8% | -3.0% | +1.7% | -0.4% | +0.5% | -7.2% | +3.9% | -1.1% | -5.6% | +4.9% | +5.4% | -2.0% | -3.0% |
| 2021 | +0.8% | +4.9% | +5.9% | +1.2% | +3.0% | -0.2% | -0.0% | +2.0% | -0.3% | +2.3% | -1.9% | +5.3% | +25.1% |
| 2020 | -1.9% | -7.4% | -16.1% | +8.1% | +1.1% | +3.2% | -0.4% | +3.0% | -2.4% | -1.9% | +12.1% | +2.3% | -3.2% |
| 2019 | +6.8% | +3.5% | +0.3% | +3.5% | -6.4% | +4.4% | +0.9% | -2.4% | +4.4% | +0.6% | +2.8% | +2.3% | +22.0% |
| 2018 | +2.7% | -2.8% | -3.3% | +3.2% | -1.4% | -1.2% | +2.7% | -2.1% | +0.8% | -4.7% | +0.6% | -6.2% | -11.7% |
| 2017 | - | - | - | - | - | -1.5% | +0.5% | -0.9% | +2.7% | +1.8% | +0.3% | +0.1% | +3.0% |
CON GOLD E CON EMERGING MARKETS returned +11.30% a year over the 9 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
€858.26
38 payments
Dividend Yield
0.65%
(annualized)
Avg Per Payment
€22.59
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 | €104.15 |
| 2025 | €113.08 |
| 2024 | €104.04 |
| 2023 | €103.94 |
| 2022 | €102.68 |
| 2021 | €80.12 |
| 2020 | €59.92 |
| 2019 | €70.75 |
| 2018 | €68.55 |
| 2017 | €51.01 |
| Total | €858.26 |