Last Update: 31 January 2026
The Riccardo Spada The Bull Portfolio granted a 0.21% dividend yield in 2025.
It's a High Risk portfolio and it can be implemented with 10 ETFs.
Portfolio Dividend Yield
The Dividend Yield of Riccardo Spada The Bull Portfolio is the result of the following asset allocation:
| 2026(*) | 2025 | ||
|---|---|---|---|
| Riccardo Spada The Bull Portfolio | 0.00% | 0.21% | |
| Weight | Components | Dividend Yield (%) | |
| 23.00% | SXR8.DE - iShares Core S&P 500 | 0.00% | 0.00% |
| 16.00% | WEXE.DE - Amundi MSCI World Ex USA | 0.00% | 0.00% |
| 8.00% | IS3N.DE - iShares Core MSCI Emerg. Markets | 0.00% | 0.00% |
| 7.00% | IS3Q.DE - iShares MSCI World Quality Factor | 0.00% | 0.00% |
| 7.00% | IS3R.DE - iShares Edge MSCI World Momentum Factor | 0.00% | 0.00% |
| 7.00% | IS3S.DE - iShares Edge MSCI World Value Factor | 0.00% | 0.00% |
| 10.00% | XGLE.DE - Xtrackers II Eurozone Government Bond | 0.00% | 0.00% |
| 8.00% | EUNA.DE - iShares Core Global Aggregate Bond EUR Hedged | n/a | n/a |
| 6.00% | IBCL.DE - iShares Euro Government Bond 15-30yr | 0.00% | 3.53% |
| 8.00% | PHAU - WisdomTree Physical Gold | 0.00% | 0.00% |
Capital Growth and Dividends
In the following table, Capital Growth details (with and without dividend reinvestment) are represented.
If you are not interested in a periodic income and you need a strategy with a dividend reinvestment, please refer to the Riccardo Spada The Bull Portfolio: ETF allocation and returns page.
| Year |
Dividend
|
Cumulative Dividend Cashflow |
Portfolio Value |
EOY Capital
|
||
|---|---|---|---|---|---|---|
| Amount | Yield |
Effective Ptf + Cashflow |
Total Return Div. reinvestment |
|||
| 1000.00 | ||||||
| 2025 | 2.12 | 0.21% | 2.12 | 1112.18 | 1114.30 | 1114.30 |
| Jan 2026(*) | 0.00 | 0.00% | 2.12 | 1144.28 | 1146.40 | 1146.45 |
| (*) Dividend Yield is calculated only for a portion of the year | WITHOUT dividend reinvestment |
WITH dividend reinvestment |
||||
Column meaning:
- Dividend -> Amount: Income returned over the year (or portion of the year)
- Dividend -> Yield: Dividend Yield calculated on the starting price of the year
- Cumulative Dividend Cashflow: Sum of all the dividends received
- Portfolio Value: Investment Value, excluding dividends, at the end of year
- EOY Capital -> Effective: Investment Value plus cumulative dividends
- EOY Capital -> Total Return: Investment Value, with dividend reinvestment
Which are the global returns of the last periods? In the following table, the Effective Return considers the received (and not reinvested) dividends. Total Return is calculated assuming dividend reinvestment.
| Period | PortfolioReturn | EffectiveReturn | TotalReturn |
|---|---|---|---|
| Jan 2025 - Jan 2026 | +14.43% | +14.64% | +14.65% |
| WITHOUT dividend reinvestment |
WITH dividend reinvestment |
Yearly Returns and Dividend Yield
Dividends are essential for the investor who needs additional periodic income. When dividends are not reinvested, how much is the real portfolio return over the years?
| Year | Total Return | Dividend Yield | Return Without Dividends |
|---|---|---|---|
| 2025 | +11.43% | 0.21% | +11.22% |
| Jan 2026(*) | +2.89% | 0.00% | +2.89% |
Actual Dividend Yield for long term investors
What would have been the annual Dividend Yield received by investors if they had implemented the Riccardo Spada The Bull Portfolio allocation over the past years?
E.g. If you had implemented it 3 years ago, how much would be your actual dividend yield today?
| Starting Period of the Investment |
Actual Dividend Yield over years | |
|---|---|---|
| 2025 | 2026(*) | |
| Jan 2025 | 0.21% | 0.00% |
Collecting dividends is useful to obtain an additional income. Obtaining a large amount of income is the first step to financial freedom. However, if your need is to increase your capital as much as possible with dividend reinvestment, please refer to the Riccardo Spada The Bull Portfolio: ETF allocation and returns page.
