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Thaleskreis Passive (Dist)

Last Login: 08/30/2025


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+4.9%
since 5/1/2017

-
Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details

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Trading Idea

Dieses Wikifolio bildet die Performance des weltweiten Aktienmarktes, von europäischen Staatsanleihen sowie Gold mit der Gewichtung 2/3, 5/18, 1/18 ab. Die Portfolio-Zusammensetzung wird nicht geändert: 2/9 db x-trackers MSCI World Index UCITS ETF (DR) 1D, 2/9 UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-dis, 1/9 iShares STOXX Europe 600 UCITS ETF (DE), 1/9 SPDR MSCI World Small Cap UCITS ETF, 5/18 Vanguard USD EM Government Bond UCITS ETF, sowie 1/18 Xetra-Gold. Am Jahresende erfolgt bei Abweichung größer 2% ein Rebalancing der Einzelpositionen.

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Master data

Symbol

WFWEMPBGTK

Date created

05/01/2017

Index level

-

High watermark

105.0

Investment Universe

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For the composition of the virtual portfolio click here.