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Last Login: 05/18/2023


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+54.3%
since 11/6/2019

+8.8%
Ø-Perf. per year

+18.1%
Performance (1yr)

13.6%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

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Trading Idea

Ziel ist, es die unten beschriebene Portfolioaufteilung so genau wie möglich darzustellen. Es handelt sich hier um einen langfristigen Ansatz. Die Positionen sollen langfristig gehalten werden. Ich behalte mir vor Anteile zu handeln um der Verteilung wieder zu entsprechen. Aktien 90 % UBS ETF - MSCI USA Socially Responsible UCITS ETF A1JA1S 49 % iShares MSCI Europe SRI UCITS ETF A1H7ZS 20 % UBS ETF - MSCI Pacific Socially Responsible UCITS ETF A1JA1U 11 % iShares MSCI EM SRI UCITS ETF A2AFCZ 10 % Anleihen 10 % iShares Core € Govt Bond UCITS ETF A0RL83 7 % Xtrackers II ESG EUR Corporate Bond UCITS ETF DBX0E8 3%

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Master data

Symbol

WFETFEURIG

Date created

11/06/2019

Index level

-

High watermark

158.2

Investment Universe

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