Portfolio Example

Name		Value	TER	TD	costs	25	24	23	22	21	20	19	18	17	16
Equity Europe (25%, 25000 EUR)
P A State Street SPDR MSCI Europe			0.08	-0.15	-30.00	-0.1	-0.2	-0.2	-0.1	-0.2	0.0	-0.2	-0.2	-0.2	-0.1
Small cap stocks
P A Xtrackers MSCI Europe Small Cap 1C			0.30	-0.03	-1.50	-0.1	-0.1	-0.1	-0.1	0.0	0.1	0.1	-0.2	0.2	-0.1
Equity North America (30%, 30000 EUR)
P A iShares Core S&P 500 USD (Acc)			0.07	-0.23	-57.50	-0.2	-0.2	-0.2	-0.2	-0.2	-0.2	-0.3	-0.2	-0.3	-0.3
Small cap stocks
P A State Street SPDR RUSSELL 2000 U.S. Small Cap (Acc)			0.30	-0.01	-0.50	0.1	-0.1	0.1	0.0	-0.2	0.1	0.0	-0.1	0.2	-0.2
Equity Asia-Pacific (10%, 10000 EUR)
P A iShares Core MSCI Japan IMI USD (Acc)			0.12	0.11	11.00	0.0	0.1	0.1	0.1	0.1	0.1	0.2	0.1	0.2	0.1
Sonstiges (35%, 35000 EUR)
P A iShares Core MSCI EM IMI USD (Acc)			0.18	-0.03	-10.50	-0.2	-0.1	0.1	0.0	-0.1	0.0	0.1	-0.2	-0.2	0.3
Total		100000	0.14	-0.09	-89.00

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Name	Währ.	P5Y	P3Y	25	24	23	22	21	20	19	18	17	16
Equity Europe
P A State Street SPDR MSCI Europe	EUR	71.2	50.8	19.5	8.8	16.0	-9.4	25.3	-3.3	26.2	-10.4	10.4	2.7
Small cap stocks
P A Xtrackers MSCI Europe Small Cap 1C	USD	33.2	39.3	16.4(-11.9)	5.6(6.6)	13.3(-3.0)	-22.7(6.2)	23.6(7.4)	4.5(-8.2)	33.1(2.3)	-16.0(4.7)	18.5(-11.8)	0.0(2.9)
Equity North America
P A iShares Core S&P 500 USD (Acc)	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)	-0.2(4.7)	7.1(-11.8)	14.7(2.9)
Small cap stocks
P A State Street SPDR RUSSELL 2000 U.S. Small Cap (Acc)	USD	37.2	32.3	-1.0(-11.9)	18.5(6.6)	12.8(-3.0)	-15.9(6.2)	23.2(7.4)	9.6(-8.2)	27.8(2.3)	-7.1(4.7)	0.6(-11.8)	24.5(2.9)
Equity Asia-Pacific
P A iShares Core MSCI Japan IMI USD (Acc)	USD	41.4	46.0	10.5(-11.9)	14.6(6.6)	15.3(-3.0)	-10.7(6.2)	8.4(7.4)	3.7(-8.2)	22.1(2.3)	-9.5(4.7)	10.4(-11.8)	6.0(2.9)
Sonstiges
P A iShares Core MSCI EM IMI USD (Acc)	USD	31.0	43.5	16.0(-11.9)	14.3(6.6)	8.2(-3.0)	-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)

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 D iShares Core MSCI Europe EUR (Dist)	20000	0.12	-0.24	-48.00	-0.3	-0.3	-0.3	-0.3	-0.3	-0.2	-0.4	-0.2	-0.1	0.0
Small cap stocks
P A Xtrackers MSCI Europe Small Cap 1C	5000	0.30	-0.03	-1.50	-0.1	-0.1	-0.1	-0.1	0.0	0.1	0.1	-0.2	0.2	-0.1
Equity North America
S A BNP Paribas Easy S&P 500 - C	25000	0.15	-0.62	-155.00					-0.3	-0.7	-0.7	-0.6	-0.6	-0.8
Small cap stocks
P A State Street SPDR RUSSELL 2000 U.S. Small Cap (Acc)	5000	0.30	-0.01	-0.50	0.1	-0.1	0.1	0.0	-0.2	0.1	0.0	-0.1	0.2	-0.2
Equity Asia-Pacific
P A iShares Core MSCI Japan IMI USD (Acc)	10000	0.12	0.11	11.00	0.0	0.1	0.1	0.1	0.1	0.1	0.2	0.1	0.2	0.1
Sonstiges
P A iShares Core MSCI EM IMI USD (Acc)	35000	0.18	-0.03	-10.50	-0.2	-0.1	0.1	0.0	-0.1	0.0	0.1	-0.2	-0.2	0.3
Total	100000	0.17	-0.20	-204.50

Kriterien für Optimierung

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