Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VHVE.LSE Vanguard FTSE Developed World UCITS ETF Acc • IE00BK5BQV03 | ETF | 35.0% | 0.12% |
IMEU.AS iShares Core MSCI Europe UCITS ETF EUR (Dist) • IE00B1YZSC51 | ETF | 15.0% | 0.12% |
EIMI.LSE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 15.0% | 0.18% |
BATE.XETRA L&G Battery Value-Chain UCITS ETF • IE00BF0M2Z96 | ETF | 10.0% | 0.49% |
BRYN.XETRA Berkshire Hathaway Inc • US0846707026 | STOCK | 10.0% | 0% |
IQQY.XETRA iShares Core MSCI Europe UCITS ETF EUR (Dist) • IE00B1YZSC51 | ETF | 10.0% | 0.12% |
WBLK.LSE WisdomTree Blockchain UCITS ETF USD Acc • IE000940RNE6 | ETF | 5.0% | 0.45% |
| Total | 100.0% | 0.17% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +3.3% | -6.6% | +10.1% | +5.6% | -0.0% | -3.7% | +2.9% | -0.3% | -0.9% | - | - | +12.0% |
| 2025 | +4.6% | -1.4% | -5.9% | -2.5% | +4.9% | +0.6% | +3.6% | +2.0% | +3.8% | +4.9% | -0.3% | -0.3% | +14.3% |
| 2024 | -0.1% | +4.8% | +4.2% | -2.1% | +1.4% | +2.8% | +0.9% | -0.6% | +1.5% | -0.1% | +7.2% | -1.7% | +19.4% |
| 2023 | - | - | - | - | - | - | - | -0.2% | -2.1% | -4.5% | +6.3% | +5.8% | +5.0% |
Test3BAT-HAT returned +15.92% a year over the 3 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
€283.14
26 payments
Dividend Yield
0.69%
(annualized)
Avg Per Payment
€10.89
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 | €80.25 |
| 2025 | €85.44 |
| 2024 | €80.35 |
| 2023 | €37.08 |
| Total | €283.14 |