Portfolio Frugalisten-Portfolio
Name | Wert | TER | TD | Kosten | 23 | 22 | 21 | 20 | 19 | 18 | 17 | 16 | 15 | 14 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aktien weltweit (35%, 35000 EUR) | |||||||||||||||
S T Lyxor MSCI All Country World C-EUR | 0.45 | 0.17 | 34.00 | 0.2 | 0.2 | 0.2 | 0.1 | ||||||||
Immobilien-Aktien | |||||||||||||||
P A SPDR Dow Jones Global Real Estate | 0.40 | 0.28 | 42.00 | 0.3 | 0.2 | 0.2 | 0.0 | 0.3 | 0.5 | 0.1 | 0.6 | 0.1 | 0.5 | ||
Aktien Europa (20%, 20000 EUR) | |||||||||||||||
P T iShares Core MSCI EMU EUR (Acc) | 0.12 | -0.43 | -86.00 | -0.5 | -0.5 | -0.5 | -0.2 | -0.7 | -0.3 | -0.3 | -0.3 | -0.4 | -0.6 | ||
Aktien Emerging Markets (20%, 20000 EUR) | |||||||||||||||
P T iShares Core MSCI EM IMI USD (Acc) | 0.18 | 0.06 | 12.00 | 0.1 | 0.0 | -0.1 | 0.0 | 0.1 | -0.2 | -0.2 | 0.3 | 0.5 | |||
Anleihen Europa (15%, 15000 EUR) | |||||||||||||||
S A ComStage iBOXX EUR Liquid Sovereigns Diversified 7-10 | 0.12 | 0.10 | 15.00 | 0.1 | 0.2 | 0.0 | 0.1 | 0.1 | 0.1 | ||||||
Rohstoffe (10%, 10000 EUR) | |||||||||||||||
S T UBS ETF (IE) CMCI Composite SF (USD) A-acc | 0.34 | 0.90 | 90.00 | 0.7 | 1.1 | 0.8 | 0.9 | 0.8 | 1.0 | 1.2 | 0.7 | 0.9 | |||
Total | 100000 | 0.26 | 0.11 | 107.00 |
Name | Währ. | P5J | P3J | 23 | 22 | 21 | 20 | 19 | 18 | 17 | 16 | 15 | 14 | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aktien weltweit | |||||||||||||||
S T Lyxor MSCI All Country World C-EUR | EUR | 8.7 | 10.9 | 8.6 | 18.5 | ||||||||||
Immobilien-Aktien | |||||||||||||||
P A SPDR Dow Jones Global Real Estate | USD | 23.3 | 22.0 | 10.4 | -20.8(6.2) | 39.6(7.4) | -18.2(-8.2) | 23.5(2.3) | -2.6(4.7) | -5.2(-11.8) | 6.0(2.9) | 11.8(11.1) | 35.1(14.2) | ||
Aktien Europa | |||||||||||||||
P T iShares Core MSCI EMU EUR (Acc) | EUR | 61.3 | 28.8 | 19.3 | -12.0 | 22.7 | -0.8 | 26.2 | -12.4 | 12.8 | 4.7 | 10.2 | 4.9 | ||
Aktien Emerging Markets | |||||||||||||||
P T iShares Core MSCI EM IMI USD (Acc) | USD | 33.1 | 1.9 | 11.6 | -14.8(6.2) | 7.2(7.4) | 8.7(-8.2) | 20.2(2.3) | -10.8(4.7) | 20.9(-11.8) | 12.7(2.9) | -4.9(11.1) | |||
Anleihen Europa | |||||||||||||||
S A ComStage iBOXX EUR Liquid Sovereigns Diversified 7-10 | EUR | 6.9 | 1.3 | 1.0 | 4.2 | 1.6 | 17.6 | ||||||||
Rohstoffe | |||||||||||||||
S T UBS ETF (IE) CMCI Composite SF (USD) A-acc | USD | 72.2 | 66.0 | 24.0(6.2) | 43.7(7.4) | -6.8(-8.2) | 11.4(2.3) | -6.9(4.7) | -5.5(-11.8) | 18.7(2.9) | -16.6(11.1) | -8.2(14.2) |
Performance % in EUR (Währungsperformance in Klammern)
Name | Wert | TER | TD | Kosten | 23 | 22 | 21 | 20 | 19 | 18 | 17 | 16 | 15 | 14 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aktien weltweit | ||||||||||||||
P T SPDR MSCI ACWI | 20000 | 0.40 | 0.06 | 12.00 | 0.2 | -0.1 | -0.1 | 0.6 | 0.1 | 0.2 | 0.2 | -1.1 | 0.1 | 0.5 |
Immobilien-Aktien | ||||||||||||||
P T SPDR Dow Jones Global Real Estate (Acc) | 15000 | 0.40 | 0.22 | 33.00 | 0.4 | 0.2 | 0.2 | 0.1 | ||||||
Aktien Europa | ||||||||||||||
P T iShares Core MSCI EMU EUR (Acc) | 20000 | 0.12 | -0.43 | -86.00 | -0.5 | -0.5 | -0.5 | -0.2 | -0.7 | -0.3 | -0.3 | -0.3 | -0.4 | -0.6 |
Aktien Emerging Markets | ||||||||||||||
P A iShares Core MSCI EM IMI USD (Dist) | 20000 | 0.18 | 0.06 | 12.00 | 0.1 | 0.0 | -0.1 | 0.1 | 0.2 | |||||
Anleihen Europa | ||||||||||||||
P A Deka iBoxx EUR Liquid Sovereign Diversified 7-10 | 15000 | 0.15 | 0.18 | 27.00 | 0.2 | 0.2 | 0.1 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | ||
Rohstoffe | ||||||||||||||
S T UBS ETF (IE) CMCI Composite SF (USD) A-acc | 10000 | 0.34 | 0.90 | 90.00 | 0.7 | 1.1 | 0.8 | 0.9 | 0.8 | 1.0 | 1.2 | 0.7 | 0.9 | |
Total | 100000 | 0.26 | 0.09 | 88.00 |