Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
8PSG.F Invesco Physical Gold ETC • IE00B579F325 | ETF | 40.0% | 0.12% |
VGWL.XETRA Vanguard FTSE All-World UCITS ETF (USD) Distributing • IE00B3RBWM25 | ETF | 15.0% | 0.19% |
SPYI.XETRA SPDR MSCI All Country World Investable Market UCITS ETF (Acc) • IE00B3YLTY66 | ETF | 15.0% | 0.17% |
GSCE.US GS Connect S&P GSCI Enhanced Commodity Total Return ETN • US38144L8524 | ETF | 15.0% | 0.75% |
EUM.US ProShares Short MSCI Emerging Markets • US74349Y7461 | ETF | 5.0% | 0.95% |
EFZ.US ProShares Short MSCI EAFE • US74350P4366 | ETF | 5.0% | 0.95% |
LU1353951616 AXA World Funds - Global Inflation Short Duration Bonds F Distribution USD • LU1353951616 | FUND | 5.0% | 0.5% |
| Total | 100.0% | 0.33% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +3.8% | -0.8% | +1.6% | +0.6% | -2.6% | -0.9% | +1.2% | -0.4% | +1.1% | - | - | +6.9% |
| 2025 | +4.2% | -1.5% | -0.9% | -2.6% | +0.3% | -2.6% | +3.7% | +0.0% | +3.1% | +2.4% | +1.5% | +0.6% | +8.4% |
| 2024 | +2.5% | +0.5% | +6.7% | +2.6% | -2.4% | +4.2% | -0.9% | -0.1% | +1.5% | +4.6% | +2.5% | +2.4% | +26.4% |
| 2023 | +0.9% | +0.0% | +1.6% | -0.9% | +3.0% | -1.8% | +0.5% | +0.9% | +3.5% | +2.4% | -2.7% | -0.1% | +7.5% |
| 2022 | -0.3% | +2.3% | +8.9% | +3.7% | -3.9% | +2.0% | +1.0% | -2.4% | -0.5% | -0.6% | -1.1% | -1.0% | +7.9% |
| 2021 | -0.5% | -1.6% | +2.9% | +4.2% | +3.9% | -0.4% | +3.4% | +0.1% | +1.0% | +3.4% | +1.5% | +0.5% | +19.9% |
| 2020 | +0.6% | -3.5% | -1.6% | +5.8% | -0.2% | +0.6% | +0.6% | -1.1% | -2.7% | -1.4% | -0.6% | +2.4% | -1.5% |
| 2019 | +5.2% | +2.2% | +0.7% | +1.6% | -1.9% | +3.4% | +2.9% | +2.2% | +0.6% | -0.2% | +0.6% | +2.3% | +21.2% |
| 2018 | -1.3% | +0.2% | -1.5% | +3.8% | +3.6% | -1.1% | -1.8% | +0.4% | +0.6% | +1.4% | -2.4% | -2.1% | -0.4% |
| 2017 | - | - | - | - | - | - | - | - | - | -0.1% | -0.4% | +0.9% | +0.4% |
World Stocks Enhanced returned +10.41% 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
€918.08
84 payments
Dividend Yield
0.66%
(annualized)
Avg Per Payment
€10.93
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 | €101.48 |
| 2025 | €174.37 |
| 2024 | €219.96 |
| 2023 | €173.74 |
| 2022 | €68.03 |
| 2021 | €30.85 |
| 2020 | €42.39 |
| 2019 | €72.65 |
| 2018 | €34.60 |
| Total | €918.08 |