Ezeket az etfeket úgy választottam ki egy kupacba hogy csináltam egy szűrőt itt TW-n, amibe a legjobb UCITS Etfeket szedtem össze, ezekből választottam 4 különbözőt, amire a példa kedvéért darabonként 15.000 dollárt fogok elverni.
A kiválasztás alapjai:
AUM nagy legalább 1B 1-5-10 éves return erős Az AUCO kisebb AUM mint 1B
Plusz infó hogy ezek mind vásárolhatók IBRK-n keresztül, mind UCITS kompatibilis.
Ezt 2026.01.06-án raktam össze!
Meglátjuk hogyan teljesít menet közben!
** MOD 2026.02.28 - Gyengén teljesítő BNKE eladva és értéke durván átrakva a IAUP-ba!
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IAUP.LSE iShares Gold Producers UCITS ETF • IE00B6R52036 | ETF | 43.0% | 0.55% |
CHIP.SW Amundi MSCI Semiconductors ESG Screened UCITS ETF | ETF | 32.0% | - |
AUCO.LSE L&G Gold Mining UCITS ETF • IE00B3CNHG25 | ETF | 25.0% | 0.55% |
| Total | 100.0% | 0.37% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.1% | +11.9% | -18.3% | +8.9% | +8.1% | -7.5% | -6.8% | +24.6% | - | - | - | - | +30.8% |
| 2025 | +11.6% | -2.4% | +8.5% | +7.5% | +6.2% | +5.4% | +1.8% | +15.4% | +18.6% | -0.7% | +10.2% | +3.9% | +124.9% |
| 2024 | -2.4% | +0.8% | +15.8% | +1.1% | +8.0% | +2.1% | +2.8% | +3.1% | +1.7% | +2.4% | -4.5% | -3.8% | +28.8% |
| 2023 | +7.4% | -10.4% | +13.0% | +3.3% | -5.6% | -2.7% | +3.9% | -5.5% | -5.6% | +4.0% | +84.4% | +6.7% | +95.4% |
| 2022 | -5.1% | +9.7% | +7.2% | -6.5% | -7.1% | -10.0% | -3.0% | -5.0% | +0.9% | -1.0% | +11.3% | +2.5% | -8.3% |
| 2021 | -2.6% | -6.4% | +3.0% | +3.5% | +8.8% | -10.0% | +2.5% | -4.8% | -5.0% | +4.8% | +0.5% | +0.5% | -6.6% |
| 2020 | -0.5% | -7.5% | -5.0% | +23.0% | +2.3% | +4.0% | +12.6% | -1.2% | -4.5% | -4.2% | -5.5% | +4.9% | +15.6% |
| 2019 | +5.6% | -1.0% | +1.2% | -5.0% | +2.4% | +13.1% | +4.8% | +7.1% | -8.1% | +3.8% | -2.7% | +7.5% | +30.5% |
| 2018 | +1.4% | -6.9% | +1.1% | +1.3% | -0.3% | +0.1% | -3.0% | -7.9% | -0.1% | +1.3% | +1.2% | +5.8% | -6.7% |
| 2017 | +6.3% | -0.9% | -1.1% | -1.5% | +0.5% | -1.8% | +2.9% | +4.6% | -4.1% | -2.2% | +0.0% | +3.0% | +5.3% |
| 2016 | +3.9% | +23.6% | +3.8% | +18.4% | -9.0% | +17.1% | +7.2% | -14.0% | +3.8% | -6.9% | -12.3% | +5.3% | +38.4% |
| 2015 | +13.1% | -1.1% | -10.8% | +7.6% | -1.8% | -6.2% | -14.1% | +1.5% | -1.9% | +7.8% | -6.4% | +1.1% | -13.6% |
| 2014 | +7.5% | +7.0% | -5.3% | +1.9% | -6.1% | +11.3% | +0.2% | +2.0% | -13.4% | -13.2% | +5.3% | -0.8% | -6.8% |
| 2013 | -2.9% | -6.6% | -0.9% | -14.1% | -0.2% | -12.0% | +6.1% | +5.2% | -5.1% | -0.4% | -6.4% | -2.8% | -34.9% |
| 2012 | +7.8% | +1.7% | -9.2% | -5.1% | -6.4% | +0.2% | -1.9% | +5.5% | +13.0% | -3.0% | -5.9% | -3.4% | -8.8% |
| 2011 | - | - | - | - | - | - | - | - | -3.1% | +7.0% | -4.8% | -5.7% | -6.9% |