Portfolio Example

Name		Value	TER	TD	costs	23	22	21	20	19	18	17	16	15	14
Equity worldwide (65%, 65000 EUR)
P D Vanguard FTSE Developed World			0.12	-0.11	-71.50	-0.2	-0.2	-0.1	-0.1	-0.1	0.0	-0.1	-0.2	0.0
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	0.16	0.03	33.50

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Name	Währ.	P5Y	P3Y	23	22	21	20	19	18	17	16	15	14
Equity worldwide
P D Vanguard FTSE Developed World	USD	94.8	40.2	23.8	-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)	10.2(11.1)
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 worldwide
P A Vanguard FTSE Developed World (USD) Accumulating	65000	0.12	-0.15	-97.50	-0.2	-0.2	-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	0.01	7.50

Kriterien für Optimierung

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