World Depot with Rebalancing

Stephan1985

Performance

  • +23.1 %
    since 2019-01-09
  • +12.7 %
    1 Year
  • +8.5 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -21.6 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

The portfolio is based on an extensive analysis of the performance of various indices (MSCI World, S&P Global Dividend, Europe Goverment Bonds, Gold Price and Emerging Markets Index).

The equity allocation is 50% (25% S&P Global Dividend, 20% MSCI World, 5% EM), the bond allocation is 30% and the gold allocation is 20%.

The portfolio is rebalanced quarterly.
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Das Portfolio basiert auf einer umfangreichen Analyse von den Entwicklungen verschiedener Indizes (MSCI World, S&P Global Dividend, Europe Goverment Bonds, Gold-Preis und Emerging-Markets-Index).

Die Aktienquote beträgt 50% (25% S&P Global Dividend, 20% MSCI-World, 5% EM), die Rentenquote liegt bei 30% sowie die Goldquote bei 20%.

Das Portfolio wird Quartalsweise einem Rebalancing unterzogen. show more
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Master data

Symbol
WFWDREBALA
Date created
2019-01-09
Index level
High watermark
123.0

Rules

wikifolio labels

Investment Universe

Trader

Stephan Rössel
Registered since 2019-01-09

Decision making

  • Technical analysis