Portfolio Finanzglueck-Portfolio-alt

Name		Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity worldwide (40%, 80000 EUR)
P D iShares MSCI World USD (Dist)			0.50	0.18	144.00	0.2	0.3	0.3	0.3	0.2	0.1	0.0	0.1	0.1
Equity Europe (30%, 60000 EUR)
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)			0.40	-0.07	-42.00	0.0	0.1	0.0	-0.2	0.0	0.3	0.2	-0.3	-0.7
Equity Emerging Markets (30%, 60000 EUR)
P D iShares MSCI Emerging Markets (Dist)			0.18	0.49	294.00	0.0	0.1	0.3	0.9	0.5	0.8	0.7	0.4	0.7
Total		200000	0.37	0.20	396.00

refresh | PermaLink

Name	Währ.	P5Y	P3Y	22	21	20	19	18	17	16	15	14
Equity worldwide
P D iShares MSCI World USD (Dist)	USD	49.5	20.2	-13.2(6.2)	30.5(7.4)	6.1(-8.2)	30.3(2.3)	-4.6(4.7)	7.9(-11.8)	10.6(2.9)	10.0(11.1)	19.6(14.2)
Equity Europe
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)	EUR	22.2	11.4	-15.5	21.7	8.3	26.4	-13.2	21.9	1.3	13.7	1.3
Equity Emerging Markets
P D iShares MSCI Emerging Markets (Dist)	USD	2.8	-3.8	-15.1(6.2)	4.6(7.4)	8.3(-8.2)	20.2(2.3)	-11.1(4.7)	20.4(-11.8)	13.7(2.9)	-5.9(11.1)	10.9(14.2)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	22	21	20	19	18	17	16	15	14
Equity worldwide
P A Vanguard FTSE Developed World (USD) Accumulating	80000	0.12	-0.13	-104.00	-0.2	-0.1	-0.1
Equity Europe
Small cap stocks
P D iShares EURO STOXX Small EUR (Dist)	60000	0.40	-0.07	-42.00	0.0	0.1	0.0	-0.2	0.0	0.3	0.2	-0.3	-0.7
Equity Emerging Markets
P A Xtrackers MSCI Emerging Markets 1C	60000	0.18	0.20	120.00	0.1	0.2	0.3	0.2	0.2
Total	200000	0.22	-0.01	-26.00

Kriterien für Optimierung

Settings

appearance

switch dark mode

data usage