Portfolio Example

Name		Value	TER	TD	costs	25	24	23	22	21	20	19	18	17	16
Equity worldwide (65%, 65000 EUR)
P D Vanguard FTSE Developed World			0.12	-0.13	-84.50	-0.1	-0.2	-0.2	-0.2	-0.1	-0.1	-0.1	0.0	-0.1	-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	0.14	0.04	38.00

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Name	Währ.	P5Y	P3Y	25	24	23	22	21	20	19	18	17	16
Equity worldwide
P D Vanguard FTSE Developed World	USD	84.3	62.8	7.9(-11.9)	25.7(6.6)	20.1(-3.0)	-12.9(6.2)	30.0(7.4)	6.7(-8.2)	30.3(2.3)	-4.8(4.7)	8.8(-11.8)	10.8(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 worldwide
P A Vanguard FTSE Developed World (USD) Accumulating	65000	0.12	-0.15	-97.50	-0.1	-0.2	-0.2	-0.2	-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	0.02	25.00

Kriterien für Optimierung

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