Portfolio Example

Name		Value	TER	TD	costs	25	24	23	22	21	20	19	18	17	16
Equity worldwide (65%, 65000 EUR)
P D Xtrackers MSCI World 1D			0.12	-0.09	-49.50	-0.1	-0.1	-0.2	0.0	-0.1	-0.1	0.0	-0.1	-0.1	-0.1
Small cap stocks
P A State Street SPDR MSCI World Small Cap			0.45	0.25	25.00	0.4	0.4	0.1	0.0	0.3	0.5	-0.2	0.1	1.0	-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	0.17	-0.04	-35.00

refresh | PermaLink

Name	Währ.	P5Y	P3Y	25	24	23	22	21	20	19	18	17	16
Equity worldwide
P D Xtrackers MSCI World 1D	USD	85.4	62.7	6.8(-11.9)	26.6(6.6)	20.3(-3.0)	-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 State Street SPDR MSCI World Small Cap	USD	45.4	35.8	5.3(-11.9)	14.9(6.6)	12.2(-3.0)	-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)
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 worldwide
P D HSBC MSCI World	55000	0.15	-0.23	-126.50	-0.2	0.0	-0.3	0.0	-0.4	-0.4	-0.2	-0.4	-0.3	-0.1
Small cap stocks
P A iShares MSCI World Small Cap USD (Acc)	10000	0.35	0.10	10.00	0.1	0.3	-0.2	-0.2	0.0	0.2	0.5
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	0.18	-0.13	-127.00

Kriterien für Optimierung

Settings

appearance

switch dark mode

data usage