creștere pe 10 ani, diversificare și protecție în perioadele dificile.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
VWCE.XETRA Vanguard FTSE All-World UCITS ETF (USD) Accumulating • IE00BK5BQT80 | ETF | 48.0% | 0.19% |
MTB.PA Amundi Euro Government Bond 3-5Y UCITS ETF Acc • LU1650488494 | ETF | 12.0% | 0.15% |
IG31.XETRA iShares iBonds Dec 2031 Term EUR Corporate UCITS ETF EUR (Acc) • IE000D9WMGF0 | ETF | 10.5% | 0.12% |
SXR8.XETRA iShares Core S&P 500 UCITS ETF USD (Acc) • IE00B5BMR087 | ETF | 8.0% | 0.07% |
IG32.XETRA iShares iBonds Dec 2032 Term EUR Corporate UCITS ETF EUR (Acc) • IE000I660ZF8 | ETF | 7.5% | 0.12% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 6.0% | 0.35% |
FGRD.LSE First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc • IE000J80JTL1 | ETF | 4.0% | 0.63% |
IS0E.XETRA iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 4.0% | 0.55% |
| Total | 100.0% | 0.20% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1% | +2.1% | -5.4% | +7.8% | +5.7% | +1.6% | -3.4% | +2.3% | +0.2% | - | - | - | +13.3% |
| 2025 | +3.4% | -1.8% | -5.0% | -1.9% | +4.7% | +1.3% | +3.5% | +0.5% | +3.8% | +3.5% | +0.3% | +0.7% | +13.2% |
| 2024 | - | - | - | - | - | - | - | - | - | - | +1.8% | -1.0% | +0.7% |