Revisando la Distribución "Perfecta III" Portfolio de Alex Morian
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
XDWD.XETRA Xtrackers MSCI World UCITS ETF 1C • IE00BJ0KDQ92 | ETF | 45.0% | 0.12% |
IS3N.XETRA iShares Core MSCI Emerging Markets IMI UCITS • IE00BKM4GZ66 | ETF | 30.0% | 0.18% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 15.0% | 0.35% |
GOLD.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 5.0% | 0.12% |
2BTC.XETRA 21shares Bitcoin ETP • CH0454664001 | ETF | 5.0% | 1.49% |
| Total | 100.0% | 0.24% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.2% | +2.3% | -6.4% | +9.5% | - | - | - | - | - | - | - | - | +8.2% |
| 2025 | +4.5% | -3.0% | -5.4% | -3.2% | +5.6% | +1.3% | +4.8% | -0.3% | +3.9% | +4.2% | -1.0% | +0.3% | +11.5% |
| 2024 | +1.6% | +5.2% | +4.5% | -1.8% | +1.1% | +3.2% | +1.5% | -1.7% | +3.0% | +1.2% | +7.7% | -1.7% | +26.1% |
| 2023 | +7.3% | -0.7% | +0.9% | -0.8% | +1.2% | +3.5% | +2.8% | -2.2% | -1.2% | -1.3% | +5.4% | +4.9% | +21.0% |
| 2022 | -4.5% | -1.1% | +3.0% | -1.9% | -4.0% | -6.8% | +7.8% | -1.0% | -6.3% | +1.8% | +2.4% | -4.9% | -15.5% |
| 2021 | +4.3% | +4.1% | +6.0% | +0.4% | -2.8% | +3.3% | +0.1% | +3.5% | -1.8% | +6.0% | -0.9% | +1.3% | +25.8% |
| 2020 | - | - | - | - | - | - | -0.3% | +4.0% | -0.6% | +0.7% | +10.8% | +6.1% | +22.0% |