Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
TDIV.AS VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF • NL0011683594 | ETF | 25.0% | 0.38% |
ANAV.XETRA AXA IM NASDAQ 100 UCITS ETF USD Acc • IE000QDFFK00 | ETF | 25.0% | 0.14% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 25.0% | 0.17% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 10.0% | 0.35% |
CEBL.XETRA iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969 | ETF | 5.0% | 0.2% |
VGWD.XETRA Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing • IE00B8GKDB10 | ETF | 5.0% | 0.29% |
XSX7.XETRA Xtrackers Stoxx Europe 600 UCITS ETF 1D • LU2581375156 | ETF | 5.0% | 0.07% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.7% | +2.5% | -4.6% | +10.8% | +7.9% | +2.8% | -3.3% | +2.1% | +3.0% | -1.1% | - | - | +25.2% |
| 2025 | +4.3% | -1.1% | -6.9% | -4.0% | +7.0% | +2.0% | +4.2% | +0.0% | +3.9% | +5.8% | -0.1% | +1.3% | +16.6% |
| 2024 | +2.6% | +3.4% | +4.0% | -1.7% | +2.3% | +4.4% | -0.4% | -1.1% | +2.0% | +0.1% | +5.0% | +0.2% | +22.6% |
| 2023 | - | - | +3.6% | -0.5% | +3.7% | +4.0% | +3.3% | -3.7% | -1.1% | -3.8% | +6.4% | +5.1% | +17.7% |
Ultimate Pie returned +23.13% a year over the 4 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
€709.03
41 payments
Dividend Yield
1.35%
(annualized)
Avg Per Payment
€17.29
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 | €177.69 |
| 2025 | €188.29 |
| 2024 | €185.46 |
| 2023 | €157.60 |
| Total | €709.03 |