Portfolio_Pinggera_Foidl

Performance

  • +2,2 %
    seit 12.11.2020
  • -
    1 Jahr
  • -
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -1,2 %
    Max Verlust (bisher)
  • -
    Risiko-Faktor
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Handelsidee

Max Mustermann is an Austrian citizen and a young professional who started to work after having completed formal education. He found a job with average wage (~ € 2,000) in a field where the wage level won´t change dramatically in the subsequent years (e.g. government, administration, state-affiliated company). Mr. Mustermann worked during his studies and has due to that € 30,000 saved. He has currently € 5,000 on his bank account and € 25,000 in overnight money (Tagesgeld). He lives currently in a rental apartment in a city and potentially plans to buy a house but not before he turns 40, so he has a time horizon of at least 15 years.

Objectives and risk management:
• Long-term growth and capital preservation
• Short-term liquidity needs: None
• Risk profile: Dynamic (high growth)
• Time horizon: Greater than 10 years
• One-year loss limit (worst case scenario): 30-35%
• Long-term rate of return expectation: 6% (based upon historical rates of return)

The goal of the investment portfolio for Mr. Mustermann is to achieve long-term growth and capital preservation. For the near future there are no needs for liquidity and he also face a long potential investment period of at least 15 years.
The client also stated a high one-year loss limit of 30-35%, specific in the current mehr anzeigen

Stammdaten

Symbol
WF0PINFOID
Erstellungsdatum
12.11.2020
Indexstand
High Watermark
102,1

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Anlageuniversum

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Mitglied seit 12.11.2020