Portfolio Finanzglueck-Portfolio-alt

Name		Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14
Equity worldwide (40%, 80000 EUR)
P D iShares MSCI World USD (Dist)			0.50	0.18	144.00	0.2	0.2	0.3	0.3	0.3	0.2	0.1	0.0	0.1	0.1
Equity Europe (30%, 60000 EUR)
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)			0.40	-0.06	-36.00	0.0	0.0	0.1	0.0	-0.2	0.0	0.3	0.2	-0.2	-0.8
Equity Emerging Markets (30%, 60000 EUR)
P D iShares MSCI Emerging Markets (Dist)			0.18	0.44	264.00	0.1	0.0	0.1	0.3	0.9	0.5	0.8	0.7	0.4	0.6
Total		200000	0.37	0.19	372.00

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Name	Währ.	P5Y	P3Y	23	22	21	20	19	18	17	16	15	14
Equity worldwide
P D iShares MSCI World USD (Dist)	USD	93.6	40.0	23.6	-13.2(6.2)	30.5(7.4)	6.1(-8.2)	30.3(2.3)	-4.6(4.7)	7.9(-11.8)	10.6(2.9)	10.0(11.1)	19.6(14.2)
Equity Europe
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)	EUR	60.3	17.1	13.9	-15.5	21.7	8.3	26.4	-13.2	21.9	1.3	13.6	1.3
Equity Emerging Markets
P D iShares MSCI Emerging Markets (Dist)	USD	26.8	-2.6	9.7	-15.1(6.2)	4.6(7.4)	8.3(-8.2)	20.2(2.3)	-11.1(4.7)	20.4(-11.8)	13.7(2.9)	-5.9(11.1)	11.0(14.2)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14
Equity worldwide
P A SPDR MSCI World	80000	0.12	-0.12	-96.00	-0.2	-0.2	-0.2	0.1
Equity Europe
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)	60000	0.40	-0.06	-36.00	0.0	0.0	0.1	0.0	-0.2	0.0	0.3	0.2	-0.2	-0.8
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	60000	0.18	0.20	120.00	0.2	0.1	0.2	0.3	0.2	0.2
Total	200000	0.22	-0.01	-12.00

Kriterien für Optimierung

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