Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XMED.LSE Xtrackers MSCI Europe UCITS ETF 1C • LU0274209237 | ETF | 20.0% | 0.12% |
RYMTX.US GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS A • US78356A5175 | FUND | 20.0% | 1.45% |
PHGP.LSE WisdomTree Physical Gold • JE00B1VS3770 | ETF | 20.0% | 0.39% |
EXXY.XETRA iShares Diversified Commodity Swap UCITS ETF (DE) • DE000A0H0728 | ETF | 20.0% | 0.46% |
MRK.US Merck & Company Inc • US58933Y1055 | STOCK | 5.0% | 0% |
JNJ.US Johnson & Johnson • US4781601046 | STOCK | 5.0% | 0% |
WRB-P-E.US W.R. Berkley Corporation 5.70% Subordinated Debentures due 2058 | STOCK | 5.0% | 0% |
COST.US Costco Wholesale Corp • US22160K1051 | STOCK | 5.0% | 0% |
| Total | 100.0% | 0.48% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.5% | +5.3% | -0.8% | -0.9% | +0.7% | -1.8% | +0.4% | +5.5% | -0.0% | -0.4% | - | - | +15.0% |
| 2025 | +5.3% | -0.5% | -0.6% | -2.2% | -0.6% | -0.4% | +3.3% | +1.1% | +4.7% | +4.2% | +3.0% | -0.0% | +18.2% |
| 2024 | +1.5% | +2.3% | +3.4% | +0.6% | +0.6% | -0.1% | -1.6% | -0.2% | -0.3% | +1.9% | +1.1% | +0.7% | +10.2% |
| 2023 | +1.3% | +0.0% | -0.6% | +0.3% | -1.7% | +0.2% | +1.5% | -0.4% | +2.4% | +0.7% | -1.6% | +1.8% | +3.9% |
| 2022 | +1.5% | +1.7% | +7.7% | +4.8% | -0.1% | -1.9% | +1.0% | +2.9% | +0.8% | -0.6% | +0.1% | -1.0% | +17.7% |
| 2021 | -1.1% | -1.8% | +2.7% | +2.8% | +1.8% | +1.1% | +1.6% | +1.5% | +1.2% | +1.1% | -0.1% | +2.0% | +13.3% |
| 2020 | -0.3% | -2.4% | -1.6% | +3.3% | +3.6% | +1.3% | -0.6% | +0.9% | +1.1% | -2.6% | +1.5% | +2.1% | +6.1% |
| 2019 | +0.4% | +0.1% | +3.5% | +1.7% | +0.7% | +4.6% | +4.2% | +2.2% | -1.8% | -3.1% | -0.2% | +1.0% | +13.4% |
| 2018 | - | - | - | +3.6% | +2.5% | +0.3% | +0.9% | +1.0% | +0.1% | +0.2% | -0.8% | -1.9% | +5.8% |
uncorrelation cushion layer — Max Sharpe strategy starter allocations returned +12.06% a year over the 9 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
£1,791.24
142 payments
Dividend Yield
1.29%
(annualized)
Avg Per Payment
£12.61
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 | £124.63 |
| 2025 | £400.39 |
| 2024 | £337.62 |
| 2023 | £140.94 |
| 2022 | £258.76 |
| 2021 | £99.63 |
| 2020 | £324.21 |
| 2019 | £70.18 |
| 2018 | £34.86 |
| Total | £1,791.24 |