Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
MRCH.LSE Merchants Trust PLC • GB0005800072 | STOCK | 40.0% | 0% |
CTPE.LSE CT Private Equity Trust PLC • GB0030738271 | STOCK | 30.0% | 0% |
HFEL.LSE Henderson Far East Income Ltd • JE00B1GXH751 | STOCK | 15.0% | 0% |
NCYF.LSE CQS New City High Yield Fund • JE00B1LZS514 | STOCK | 7.5% | 0% |
MLPP.LSE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist • IE00B8CJW150 | ETF | 5.0% | 0.5% |
TRY.LSE TR Property Investment Trust plc • GB0009064097 | STOCK | 2.5% | 0% |
| Total | 100.0% | 0.03% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.1% | -1.9% | -9.2% | +5.5% | +2.1% | +0.6% | +3.5% | +0.4% | -2.6% | +0.1% | - | - | +1.9% |
| 2025 | +5.6% | -6.7% | -2.5% | +5.3% | +1.5% | +0.3% | +2.5% | -2.0% | +0.2% | +4.3% | +4.0% | +4.2% | +17.1% |
| 2024 | -1.3% | -1.1% | -0.3% | +4.8% | +2.7% | -3.8% | +9.4% | -2.6% | -0.7% | -3.2% | +3.2% | +2.2% | +8.7% |
| 2023 | +8.5% | -0.3% | -4.3% | +6.4% | -5.1% | -0.5% | +3.8% | +0.9% | -3.5% | -7.0% | +7.7% | +3.1% | +8.6% |
| 2022 | +1.8% | -5.2% | +2.9% | +1.1% | -0.7% | -5.0% | +1.6% | -1.7% | -7.0% | +5.9% | +7.4% | -3.1% | -3.0% |
| 2021 | -0.7% | -0.1% | +14.5% | +3.4% | +5.5% | -0.1% | -0.6% | +10.0% | -1.5% | +1.6% | -3.0% | +5.5% | +38.8% |
| 2020 | +1.3% | -11.2% | -20.1% | +17.3% | -4.5% | -0.7% | -2.9% | -2.1% | -5.4% | +3.8% | +11.5% | +4.4% | -13.0% |
| 2019 | +3.8% | +3.3% | +0.3% | +2.5% | -4.3% | +6.1% | +2.0% | -2.3% | +2.4% | +2.1% | +0.4% | +5.3% | +23.2% |
| 2018 | -0.4% | -2.4% | +3.2% | +6.6% | -1.2% | -1.3% | -0.9% | -1.0% | +2.1% | -4.8% | -0.8% | -2.4% | -3.6% |
| 2017 | +1.0% | +2.8% | +2.1% | +4.3% | +3.7% | -2.4% | +1.1% | -0.7% | +0.5% | +3.0% | -1.1% | +1.0% | +16.2% |
| 2016 | -4.0% | -1.0% | +3.4% | +2.3% | +1.6% | -1.2% | +5.9% | +2.4% | +1.5% | +4.8% | -0.0% | +2.5% | +19.4% |
| 2015 | +2.7% | +0.6% | +0.4% | +1.2% | +0.6% | -5.2% | +0.6% | -2.6% | -3.2% | +4.0% | +0.5% | +1.3% | +0.4% |
| 2014 | -2.1% | +3.6% | +0.8% | +0.9% | +2.6% | -1.4% | -1.0% | +2.3% | -2.1% | -0.8% | +3.1% | -2.0% | +3.8% |
| 2013 | - | - | - | - | - | +2.9% | +6.3% | -2.1% | -0.2% | +4.5% | -1.5% | +0.8% | +10.8% |
Testing tickers with long history returned +8.96% a year over the 13 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
£374.02
280 payments
Dividend Yield
0.15%
(annualized)
Avg Per Payment
£1.34
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 | £32.35 |
| 2025 | £55.98 |
| 2024 | £56.17 |
| 2023 | £51.29 |
| 2022 | £42.84 |
| 2021 | £33.48 |
| 2020 | £23.70 |
| 2019 | £13.46 |
| 2018 | £12.90 |
| 2017 | £12.35 |
| 2016 | £11.72 |
| 2015 | £11.32 |
| 2014 | £11.09 |
| 2013 | £5.45 |
| Total | £374.02 |