Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VUAA.LSE Vanguard S&P 500 UCITS ETF (USD) Accumulating • IE00BFMXXD54 | ETF | 60.4% | 0.07% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 14.8% | 0.35% |
VGT.US Vanguard Information Technology Index Fund ETF Shares • US92204A7028 | ETF | 13.1% | 0.1% |
QQQM.US Invesco NASDAQ 100 ETF • US46138G6492 | ETF | 11.7% | 0.15% |
| Total | 100.0% | 0.12% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | -1.5% | -6.6% | +18.8% | +12.7% | +2.8% | -7.3% | +3.1% | +4.2% | -4.5% | - | - | +25.2% |
| 2025 | +2.4% | -4.2% | -6.9% | -0.1% | +8.9% | +7.8% | +3.4% | +0.7% | +5.6% | +5.7% | -1.6% | +1.3% | +24.1% |
| 2024 | +2.4% | +5.6% | +3.3% | -3.9% | +4.6% | +6.9% | -1.5% | +0.7% | +2.4% | -0.9% | +4.7% | -0.7% | +25.6% |
| 2023 | +8.2% | -0.7% | +5.4% | -0.0% | +5.1% | +6.2% | +3.5% | -1.8% | -5.1% | -3.1% | +10.9% | +6.5% | +39.6% |
| 2022 | -8.0% | -2.2% | +4.0% | -9.9% | -1.5% | -9.5% | +10.1% | -4.3% | -9.2% | +5.2% | +4.7% | -4.9% | -24.7% |
| 2021 | +1.0% | +2.4% | +2.9% | +4.6% | +0.5% | +3.6% | +2.4% | +3.4% | -4.5% | +6.3% | +2.4% | +3.5% | +31.9% |
| 2020 | - | - | - | - | - | - | - | - | - | - | - | +2.4% | +2.4% |
SMMG returned +18.97% a year over the 6 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
$135.52
48 payments
Dividend Yield
0.15%
(annualized)
Avg Per Payment
$2.82
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 | $19.16 |
| 2025 | $24.35 |
| 2024 | $27.02 |
| 2023 | $22.78 |
| 2022 | $20.04 |
| 2021 | $17.53 |
| 2020 | $4.60 |
| Total | $135.52 |