Portfolio Example

Name		Value	TER	TD	costs	24	23	22	21	20	19	18	17	16	15
Equity Europe (25%, 25000 EUR)
P A SPDR MSCI Europe			0.25	-0.15	-37.50	-0.2	-0.2	-0.1	-0.2	0.0	-0.2	-0.2	-0.2	-0.1	-0.1
Equity North America (30%, 30000 EUR)
P D Vanguard S&P 500			0.07	-0.23	-69.00	-0.2	-0.2	-0.2	-0.2	-0.2	-0.3	-0.1	-0.3	-0.3	-0.3
Equity Asia-Pacific (10%, 10000 EUR)
S D Lyxor MSCI Pacific			0.45	0.44	44.00				0.3	0.8	0.4	0.5	0.6	0.4	0.1
Equity Emerging Markets (35%, 35000 EUR)
P A Xtrackers MSCI Emerging Markets 1C			0.18	0.17	59.50	0.0	0.2	0.1	0.2	0.3	0.2	0.2
Total		100000	0.19	0.00	-3.00

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Name	Währ.	P5Y	P3Y	24	23	22	21	20	19	18	17	16	15
Equity Europe
P A SPDR MSCI Europe	EUR	38.5	14.3	8.8	16.0	-9.4	25.3	-3.3	26.2	-10.4	10.4	2.7	8.3
Equity North America
P D Vanguard S&P 500	USD	110.5	40.9	32.9(6.6)	22.1(-3.0)	-13.2(6.2)	37.9(7.4)	8.3(-8.2)	34.0(2.3)	-0.3(4.7)	7.1(-11.8)	14.7(2.9)	12.2(11.1)
Equity Asia-Pacific
S D Lyxor MSCI Pacific	USD						9.8(7.4)	2.3(-8.2)	22.3(2.3)	-8.9(4.7)	9.4(-11.8)	6.8(2.9)	13.9(11.1)
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	USD	16.9	3.3	14.6(6.6)	6.3(-3.0)	-15.2(6.2)	4.5(7.4)	8.3(-8.2)	21.3(2.3)	-10.7(4.7)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	24	23	22	21	20	19	18	17	16	15
Equity Europe
P D Amundi Index MSCI Europe DR (D)	25000	0.12	-0.24	-60.00	-0.2	-0.3	-0.3	-0.3	-0.1	-0.4	-0.2	-0.1
Equity North America
S A BNP Paribas Easy S&P 500 - C	30000	0.15	-0.57	-171.00				-0.3	-0.7	-0.7	-0.6	-0.6	-0.8	-0.3
Equity Asia-Pacific
S D Lyxor MSCI Pacific	10000	0.45	0.44	44.00				0.3	0.8	0.4	0.5	0.6	0.4	0.1
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	35000	0.18	0.17	59.50	0.0	0.2	0.1	0.2	0.3	0.2	0.2
Total	100000	0.18	-0.13	-127.50

Kriterien für Optimierung

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