Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 44.0% | 0.19% |
EUNA.XETRA iShares Core Global Aggregate Bond UCITS ETF EUR Hedged (Acc) • IE00BDBRDM35 | ETF | 15.0% | 0.1% |
SPYF.XETRA State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc) • IE00B7452L46 | ETF | 10.0% | 0.2% |
XEON.XETRA Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C • LU0290358497 | ETF | 7.0% | 0.1% |
QDVL.XETRA iShares EUR Corporate Bond 0-3yr ESG SRI UCITS ETF EUR (Dist) • IE00BYZTVV78 | ETF | 6.0% | 0.12% |
HIGH.LSE iShares EUR High Yield Corporate Bond UCITS ETF EUR (Acc) • IE00BF3N7094 | ETF | 5.0% | 0.5% |
IS3V.XETRA iShares Global Inflation Linked Government Bond UCITS ETF EUR Hedged (Acc) • IE00BKPT2S34 | ETF | 5.0% | 0.2% |
3SUD.XETRA iShares J.P. Morgan USD EM Bond UCITS ETF (Acc) • IE00BJ5JPH63 | ETF | 4.0% | 0.5% |
SPY2.XETRA State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc) • IE00BH4GR342 | ETF | 4.0% | 0.4% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.2% | +2.1% | -4.5% | +5.7% | +3.8% | +1.1% | -0.4% | +1.2% | +0.6% | +0.9% | - | - | +12.0% |
| 2025 | +3.3% | -0.7% | -4.8% | -2.4% | +4.0% | +0.4% | +3.2% | +0.0% | +2.0% | +3.0% | -0.1% | +0.5% | +8.2% |
| 2024 | +1.4% | +1.9% | +2.8% | -1.1% | +1.1% | +2.8% | +1.1% | +0.2% | +1.3% | -0.2% | +4.6% | -1.2% | +15.5% |
| 2023 | +3.9% | -0.2% | -0.1% | +0.4% | +0.6% | +2.1% | +2.0% | -0.9% | -1.2% | -2.7% | +4.5% | +3.6% | +12.4% |
| 2022 | -3.1% | -1.6% | +2.0% | -1.9% | -2.4% | -5.0% | +6.8% | -2.3% | -5.5% | +2.5% | +2.1% | -3.7% | -12.1% |
| 2021 | +0.3% | +1.4% | +3.7% | +1.1% | +0.3% | +2.5% | +1.0% | +1.8% | -1.5% | +2.9% | -0.1% | +2.8% | +17.2% |
| 2020 | - | - | - | -1.2% | +1.4% | +1.6% | -0.1% | +2.8% | -0.8% | -1.2% | +6.2% | +1.6% | +10.5% |
UK EU V5 returned +9.42% 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
€62.62
13 payments
Dividend Yield
0.07%
(annualized)
Avg Per Payment
€4.82
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 | €9.08 |
| 2025 | €19.44 |
| 2024 | €18.37 |
| 2023 | €11.72 |
| 2022 | €1.83 |
| 2021 | €0.80 |
| 2020 | €1.38 |
| Total | €62.62 |