Portfolio Example

Name		Value	TER	TD	costs	25	24	23	22	21	20	19	18	17	16
Equity Europe (25%, 25000 EUR)
P D Vanguard FTSE Developed Europe			0.10	-0.26	-65.00	-0.4	-0.3	-0.3	-0.2	-0.3	-0.1	-0.3	-0.2	-0.2	-0.3
Equity North America (30%, 30000 EUR)
P D Vanguard S&P 500			0.07	-0.22	-66.00	-0.2	-0.2	-0.2	-0.2	-0.2	-0.2	-0.3	-0.1	-0.3	-0.3
Equity Asia-Pacific (10%, 10000 EUR)
P D Vanguard FTSE Japan			0.10	0.13	13.00	0.1	0.1	0.1	0.1	0.1	0.1	0.2	0.1	0.2	0.2
Equity Emerging Markets (35%, 35000 EUR)
P D Vanguard FTSE Emerging Markets			0.17	0.35	122.50	0.3	0.3	0.7	0.2	0.5	0.4	0.4	0.2	0.2	0.3
Total		100000	0.12	0.00	4.50

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Name	Währ.	P5Y	P3Y	25	24	23	22	21	20	19	18	17	16
Equity Europe
P D Vanguard FTSE Developed Europe	EUR	72.2	52.8	19.9	9.4	16.5	-10.0	25.2	-2.6	26.4	-10.5	10.7	2.8
Equity North America
P D Vanguard S&P 500	USD	101.4	68.2	3.7(-11.9)	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)
Equity Asia-Pacific
P D Vanguard FTSE Japan	USD	42.5	46.8	10.4(-11.9)	14.8(6.6)	15.9(-3.0)	-10.7(6.2)	8.6(7.4)	4.7(-8.2)	21.5(2.3)	-9.3(4.7)	10.0(-11.8)	5.2(2.9)
Equity Emerging Markets
P D Vanguard FTSE Emerging Markets	USD	29.5	38.5	10.8(-11.9)	19.5(6.6)	4.6(-3.0)	-12.4(6.2)	6.7(7.4)	5.3(-8.2)	22.4(2.3)	-9.4(4.7)	16.4(-11.8)	16.0(2.9)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	25	24	23	22	21	20	19	18	17	16
Equity Europe
P A Vanguard FTSE Developed Europe - (EUR) Accumulating	25000	0.10	-0.27	-67.50	-0.4	-0.3	-0.3	-0.2	-0.3	-0.1
Equity North America
S A BNP Paribas Easy S&P 500 - C	30000	0.15	-0.62	-186.00					-0.3	-0.7	-0.7	-0.6	-0.6	-0.8
Equity Asia-Pacific
P A Vanguard FTSE Japan (USD) Accumulating	10000	0.10	0.10	10.00	0.1	0.1	0.1	0.1	0.1	0.1
Equity Emerging Markets
P D Vanguard FTSE Emerging Markets	35000	0.17	0.35	122.50	0.3	0.3	0.7	0.2	0.5	0.4	0.4	0.2	0.2	0.3
Total	100000	0.14	-0.12	-121.00

Kriterien für Optimierung

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