Portfolio Frugalisten-Portfolio

Name		Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14	13	12
Equity worldwide (35%, 35000 EUR)
S A Lyxor MSCI All Country World C-EUR			0.45	0.13	26.00							0.2	0.2	0.2	0.1	0.1	0.0
Real estate stocks
P D SPDR Dow Jones Global Real Estate			0.40	0.29	43.50	0.3	0.2	0.2	0.0	0.3	0.5	0.1	0.6	0.1	0.5	0.4
Equity Europe (20%, 20000 EUR)
P A iShares Core MSCI EMU EUR (Acc)			0.12	-0.40	-80.00	-0.5	-0.5	-0.5	-0.2	-0.7	-0.3	-0.3	-0.3	-0.4	-0.6	-0.1	-0.4
Equity Emerging Markets (20%, 20000 EUR)
P A 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
Debt Europe (15%, 15000 EUR)
S D ComStage iBOXX EUR Liquid Sovereigns Diversified 7-10			0.12	0.12	18.00					0.1	0.2	0.0	0.1	0.1	0.1	0.2	0.2
Commodities (10%, 10000 EUR)
S A UBS ETF (IE) CMCI Composite SF (USD) A-acc			0.34	0.95	95.00		0.7	1.1	0.8	0.9	0.8	1.0	1.2	0.7	0.9	1.1	1.3
Total		100000	0.26	0.11	114.50

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Name	Währ.	P5Y	P3Y	23	22	21	20	19	18	17	16	15	14	13	12
Equity worldwide
S A Lyxor MSCI All Country World C-EUR	EUR									8.7	10.9	8.6	18.5	17.4	14.3
Real estate stocks
P D 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)	-2.3(-4.4)
Equity Europe
P A 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	23.5	19.7
Equity Emerging Markets
P A 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)
Debt Europe
S D ComStage iBOXX EUR Liquid Sovereigns Diversified 7-10	EUR							6.9	1.3	1.0	4.2	1.6	17.6	3.0	13.3
Commodities
S A 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)	-11.7(-4.4)	0.0(-1.5)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14	13	12
Equity worldwide
P A SPDR MSCI ACWI	20000	0.40	0.17	34.00	0.2	-0.1	-0.1	0.6	0.1	0.2	0.2	-1.1	0.1	0.5	0.6	0.8
Real estate stocks
P A SPDR Dow Jones Global Real Estate (Acc)	15000	0.40	0.22	33.00	0.4	0.2	0.2	0.1
Equity Europe
P A iShares Core MSCI EMU EUR (Acc)	20000	0.12	-0.40	-80.00	-0.5	-0.5	-0.5	-0.2	-0.7	-0.3	-0.3	-0.3	-0.4	-0.6	-0.1	-0.4
Equity Emerging Markets
P D iShares Core MSCI EM IMI USD (Dist)	20000	0.18	0.06	12.00	0.1	0.0	-0.1	0.1	0.2
Debt Europe
P D Deka iBoxx EUR Liquid Sovereign Diversified 7-10	15000	0.15	0.16	24.00			0.2	0.2	0.1	0.2	0.1	0.2	0.2	0.2	0.1	0.1
Commodities
S A UBS ETF (IE) CMCI Composite SF (USD) A-acc	10000	0.34	0.95	95.00		0.7	1.1	0.8	0.9	0.8	1.0	1.2	0.7	0.9	1.1	1.3
Total	100000	0.26	0.12	118.00

Kriterien für Optimierung

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