Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
PHGP.LSE WisdomTree Physical Gold • JE00B1VS3770 | ETF | 40.0% | 0.39% |
WMT.US Walmart Inc. • US9311421039 | STOCK | 40.0% | 0% |
XMED.LSE Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 10.0% | 0.12% |
EXXY.XETRA iShares Diversified Commodity Swap UCITS ETF (DE) • DE000A0H0728 | ETF | 5.0% | 0.46% |
RYMTX.US GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS A • US78356A5175 | FUND | 5.0% | 1.45% |
| Total | 100.0% | 0.26% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.4% | +7.2% | -4.6% | +0.8% | -4.2% | -4.7% | -1.7% | +3.0% | -2.2% | +5.3% | - | - | +6.3% |
| 2025 | +8.4% | -0.4% | -3.0% | +3.7% | +0.0% | -1.9% | +3.7% | -0.2% | +8.1% | +3.5% | +5.5% | +0.1% | +30.2% |
| 2024 | +2.1% | +3.4% | +5.1% | +1.8% | +3.8% | +1.6% | +0.4% | +4.5% | +2.2% | +5.4% | +5.2% | -0.1% | +41.3% |
| 2023 | +1.8% | -0.7% | +2.6% | +0.0% | -0.8% | +0.1% | +1.3% | +1.1% | +1.1% | +4.0% | -4.1% | +0.9% | +7.4% |
| 2022 | -1.0% | +1.2% | +8.1% | +4.9% | -7.5% | -1.1% | +2.8% | +3.7% | +1.2% | +0.9% | +1.9% | -1.9% | +13.0% |
| 2021 | -2.2% | -6.9% | +3.3% | +2.8% | +2.2% | -0.7% | +1.3% | +2.7% | -1.4% | +1.6% | +0.0% | +1.3% | +3.7% |
| 2020 | +0.1% | -1.4% | +4.5% | +4.8% | +3.9% | +0.5% | +1.8% | +1.8% | +2.0% | -1.7% | +0.6% | -1.3% | +16.6% |
| 2019 | +0.3% | +0.2% | +1.3% | +3.1% | +2.2% | +7.4% | +4.4% | +4.4% | -0.6% | -3.9% | -0.7% | +0.4% | +19.8% |
| 2018 | +0.4% | -5.8% | -1.8% | +2.4% | +0.3% | +1.2% | +1.0% | +3.4% | -1.3% | +5.1% | -1.6% | +0.1% | +3.0% |
| 2017 | -1.0% | +5.1% | +0.3% | -0.3% | +3.1% | -3.5% | +2.4% | +2.9% | -4.2% | +5.9% | +3.4% | +1.6% | +16.5% |
| 2016 | +8.9% | +6.9% | -1.3% | +0.0% | +0.0% | +14.3% | +2.5% | -1.2% | +2.2% | +2.9% | -5.3% | +1.3% | +34.1% |
| 2015 | +5.8% | -4.0% | +2.2% | -5.2% | -0.9% | -5.2% | -1.3% | -2.3% | +0.7% | -4.6% | +0.0% | +2.8% | -12.0% |
| 2014 | -0.9% | +2.3% | +0.1% | +1.1% | -1.9% | -0.3% | -0.8% | +3.0% | +0.3% | -0.9% | +9.1% | +0.1% | +11.3% |
| 2013 | +4.5% | +2.3% | +2.4% | -3.1% | -0.7% | -5.9% | +5.8% | -1.6% | -5.3% | +3.0% | -1.9% | -3.0% | -4.2% |
| 2012 | +3.5% | -2.3% | -0.1% | -3.2% | +6.9% | +1.7% | +4.7% | -0.6% | +1.9% | -0.5% | -1.1% | -3.6% | +7.0% |
| 2011 | -3.7% | -1.4% | +2.3% | +2.5% | +1.7% | -0.6% | +0.3% | +6.2% | -3.4% | +4.5% | +3.0% | -1.0% | +10.3% |
| 2010 | -1.0% | +7.1% | +1.8% | +0.8% | +2.1% | -3.5% | -2.5% | +2.9% | +3.9% | +1.3% | +2.9% | +3.1% | +20.0% |
| 2009 | -4.6% | +3.1% | +0.1% | -4.7% | -1.2% | -4.9% | +1.4% | +5.5% | +2.8% | -1.1% | +9.4% | -0.9% | +3.9% |
| 2008 | +7.3% | +1.7% | +0.8% | +2.1% | +1.0% | +0.2% | +0.6% | +4.8% | +4.1% | -4.2% | +8.3% | +9.2% | +41.3% |
| 2007 | - | - | - | - | - | - | - | - | - | - | +3.9% | +4.3% | +8.3% |
uncorrelation cushion layer — Max Sharpe strategy 2 returned +13.89% a year over the 19 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
£6,825.68
88 payments
Dividend Yield
0.91%
(annualized)
Avg Per Payment
£77.56
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 | £387.88 |
| 2025 | £655.77 |
| 2024 | £563.46 |
| 2023 | £392.29 |
| 2022 | £466.67 |
| 2021 | £308.81 |
| 2020 | £506.39 |
| 2019 | £341.78 |
| 2018 | £340.29 |
| 2017 | £452.22 |
| 2016 | £413.42 |
| 2015 | £320.18 |
| 2014 | £292.11 |
| 2013 | £231.06 |
| 2012 | £353.23 |
| 2011 | £268.61 |
| 2010 | £210.63 |
| 2009 | £164.01 |
| 2008 | £156.82 |
| 2007 | £0.06 |
| Total | £6,825.68 |