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	-37.50	-0.1	-0.2	-0.2	-0.1	-0.2	0.0	-0.2	-0.2	-0.2	-0.1
Equity North America (30%, 30000 EUR)
P D Vanguard S&P 500			0.07	-0.22	-66.00	-0.2	-0.2	-0.2	-0.2	-0.2	-0.2	-0.3	-0.1	-0.3	-0.3
Equity Asia-Pacific (10%, 10000 EUR)
S D Lyxor MSCI Pacific			0.45	0.50	50.00					0.3	0.8	0.4	0.5	0.6	0.4
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	0.15	0.00	-4.50

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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
Equity North America
P D Vanguard S&P 500	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)	-0.3(4.7)	7.1(-11.8)	14.7(2.9)
Equity Asia-Pacific
S D Lyxor MSCI Pacific	USD							9.8(7.4)	2.3(-8.2)	22.3(2.3)	-8.9(4.7)	9.4(-11.8)	6.8(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 Europe
P D iShares Core MSCI Europe EUR (Dist)	25000	0.12	-0.24	-60.00	-0.3	-0.3	-0.3	-0.3	-0.3	-0.2	-0.4	-0.2	-0.1	0.0
Equity North America
S A BNP Paribas Easy S&P 500 - C	30000	0.15	-0.62	-186.00					-0.3	-0.7	-0.7	-0.6	-0.6	-0.8
Equity Asia-Pacific
S D Lyxor MSCI Pacific	10000	0.45	0.50	50.00					0.3	0.8	0.4	0.5	0.6	0.4
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	0.18	-0.16	-157.50

Kriterien für Optimierung

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