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	-58.50	-0.1	-0.1	-0.2	0.0	-0.1	-0.1	0.0	-0.1	-0.1	-0.1
Equity Emerging Markets (35%, 35000 EUR)
P A Xtrackers MSCI Emerging Markets 1C			0.18	0.14	49.00	-0.1	0.0	0.2	0.1	0.2	0.3	0.2	0.2
Total		100000	0.14	-0.01	-9.50

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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)
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	USD	27.2	43.5	17.8(-11.9)	14.6(6.6)	6.3(-3.0)	-15.2(6.2)	4.5(7.4)	8.3(-8.2)	21.3(2.3)	-10.7(4.7)

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	65000	0.15	-0.23	-149.50	-0.2	0.0	-0.3	0.0	-0.4	-0.4	-0.2	-0.4	-0.3	-0.1
Equity Emerging Markets
P A State Street SPDR MSCI Emerging Markets	35000	0.18	0.11	38.50	-0.2	-0.1	0.0	0.3	0.0	0.3	0.5	0.1	0.6	-0.4
Total	100000	0.16	-0.11	-111.00

Kriterien für Optimierung

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