Portfolio Example

Name		Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity worldwide (65%, 65000 EUR)
P D Xtrackers MSCI World 1D			0.19	-0.07	-38.50	0.0	-0.1	-0.1	0.0	-0.1	-0.1	-0.1
Small cap stocks
P A SPDR MSCI World Small Cap			0.45	0.18	18.00	0.0	0.3	0.5	-0.2	0.1	1.0	-0.1	0.3	-0.3
Equity Emerging Markets (35%, 35000 EUR)
P A iShares Core MSCI EM IMI USD (Acc)			0.18	0.06	21.00	0.0	-0.1	0.0	0.1	-0.2	-0.2	0.3	0.5
Total		100000	0.21	0.00	0.50

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Name	Währ.	P5Y	P3Y	22	21	20	19	18	17	16	15	14
Equity worldwide
P D Xtrackers MSCI World 1D	USD	51.4	21.3	-13.0(6.2)	30.9(7.4)	6.5(-8.2)	31.5(2.3)	-5.1(4.7)	8.3(-11.8)	10.7(2.9)
Small cap stocks
P A SPDR MSCI World Small Cap	USD	32.1	13.5	-13.7(6.2)	24.1(7.4)	6.0(-8.2)	29.3(2.3)	-9.9(4.7)	7.4(-11.8)	16.0(2.9)	10.4(11.1)	16.7(14.2)
Equity Emerging Markets
P A iShares Core MSCI EM IMI USD (Acc)	USD	6.5	-0.7	-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)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity worldwide
P A SPDR MSCI World	55000	0.12	-0.10	-55.00	-0.2	-0.2	0.1
Small cap stocks
P A iShares MSCI World Small Cap USD (Acc)	10000	0.35	0.12	12.00	-0.2	0.0	0.2	0.5
Equity Emerging Markets
P D iShares Core MSCI EM IMI USD (Dist)	35000	0.18	0.05	17.50	0.0	-0.1	0.1	0.2
Total	100000	0.16	-0.03	-25.50

Kriterien für Optimierung

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