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ETF-World-Rebalancing-Strategy

Steke

Last Login: 03/07/2023


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+31.1%
since 10/25/2015

-1.8%
1 Year

+3.5%
Ø-Perf. per year

-28.2%
Max loss

0.37
Risk factor


Portfolio chart

Details
wikifolio certificate

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in EUR

Certificate fee per year

0.95%

Performance fee

5%

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2,781 / 21 days of test period
1 / 10 Reservations
EUR 1,000 / 2,500 Reserved capital
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EUR 100

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Trading Idea

Das Portfolio investiert typischerweise in weltweit-gestreute kostengünstige Aktien-, Renten- und Rohstoff-ETFs mit einem Schwerpunkt typischerweise auf den Industrieländern, wobei durch Rebalancing eine konstante Gewichtung der drei Klassen angestrebt werden soll (bspw. Aktien 70%, Renten 25%, Rohstoffe 5%). Die Gewichtung selbst kann im Laufe der Zeit abhängig von der Wirtschafts-, Markt- und Zinslage angepasst werden. Das Portfolio hat einen langen Anlagehorizont (10-50 Jahre).

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Master data

Symbol

WF0SKGRBU2

Date created

10/25/2015

Index level

-

High watermark

130.9

Investment Universe

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