World Depot with Rebalancing
| Stephan1985
Last Login: 08/16/2022
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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. ---------------------------------------- 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.
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Master data
WFWDREBALA
01/09/2019
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131.2