Portfolio Example

Name		Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14
Equity Europe (25%, 25000 EUR)
P D Vanguard FTSE Developed Europe			0.10	-0.25	-62.50	-0.3	-0.2	-0.3	-0.1	-0.3	-0.2	-0.2	-0.3	-0.2	-0.4
Equity North America (30%, 30000 EUR)
P D Vanguard S&P 500			0.07	-0.24	-72.00	-0.2	-0.2	-0.2	-0.2	-0.3	-0.1	-0.3	-0.3	-0.3	-0.3
Equity Asia-Pacific (10%, 10000 EUR)
P D Vanguard FTSE Japan			0.15	0.16	16.00	0.1	0.1	0.1	0.1	0.2	0.1	0.2	0.2	0.2	0.3
Equity Emerging Markets (35%, 35000 EUR)
P D Vanguard FTSE Emerging Markets			0.22	0.30	105.00	0.7	0.2	0.5	0.4	0.4	0.2	0.2	0.3	0.0	0.1
Total		100000	0.14	-0.01	-13.50

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Name	Währ.	P5Y	P3Y	23	22	21	20	19	18	17	16	15	14
Equity Europe
P D Vanguard FTSE Developed Europe	EUR	61.6	31.3	16.5	-10.0	25.2	-2.6	26.4	-10.5	10.7	2.8	8.9	7.2
Equity North America
P D Vanguard S&P 500	USD	118.7	50.7	25.9	-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)	12.2(11.1)	29.4(14.2)
Equity Asia-Pacific
P D Vanguard FTSE Japan	USD	47.6	16.0	19.5	-10.7(6.2)	8.6(7.4)	4.7(-8.2)	21.5(2.3)	-9.3(4.7)	10.0(-11.8)	5.2(2.9)	22.9(11.1)	9.7(14.2)
Equity Emerging Markets
P D Vanguard FTSE Emerging Markets	USD	30.0	0.9	7.9	-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)	-6.1(11.1)	15.4(14.2)

performance % in EUR (currency performance in brackets)

Name	Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14
Equity Europe
P D Vanguard FTSE Developed Europe	25000	0.10	-0.25	-62.50	-0.3	-0.2	-0.3	-0.1	-0.3	-0.2	-0.2	-0.3	-0.2	-0.4
Equity North America
S A BNP Paribas Easy S&P 500 - C	30000	0.15	-0.54	-162.00			-0.3	-0.7	-0.7	-0.6	-0.6	-0.8	-0.3	-0.3
Equity Asia-Pacific
P A Vanguard FTSE Japan (USD) Accumulating	10000	0.15	0.10	10.00	0.1	0.1	0.1	0.1
Equity Emerging Markets
P D Vanguard FTSE Emerging Markets	35000	0.22	0.30	105.00	0.7	0.2	0.5	0.4	0.4	0.2	0.2	0.3	0.0	0.1
Total	100000	0.16	-0.11	-109.50

Kriterien für Optimierung

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