TESZT PORTFOLIO 4
A cél az lenne, hogy adott ismérvek alapján év közben való beugrás esetén hogyan tudna teljesíteni portfolio, tehát ha találok ígéretes Stockokat, akkor hogyan alakul.
A választás feltételei:
A teszt feltételi:
4 Stock 1250 dollár / Stock Különböző iparág
A tesztben szereplő Stockok:
SILV > Energia SEC0 > Információ technológia EXA1 > Pénzügy HNSC > Totál piac index
Vásárlás napja: 2026.08.28.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
SLVR.XETRA Global X Silver Miners UCITS ETF USD Accumulating • IE000UL6CLP7 | ETF | 25.0% | 0.65% |
SEC0.XETRA iShares MSCI Global Semiconductors UCITS ETF USD (Acc) • IE000I8KRLL9 | ETF | 25.0% | 0.35% |
EXA1.AS iShares EURO STOXX Banks 30-15 UCITS ETF (DE) EUR (Acc) • DE000A2QP372 | ETF | 25.0% | 0.52% |
HNSC.LSE HSBC Nasdaq Global Semiconductor UCITS ETF • IE000YDZG487 | ETF | 25.0% | 0.35% |
| Total | 100.0% | 0.47% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.4% | +4.1% | -15.9% | +23.4% | +17.3% | +5.1% | -13.6% | +9.3% | - | - | - | - | +43.9% |
| 2025 | +6.2% | -0.4% | +0.4% | +2.0% | +11.0% | +11.8% | +2.5% | +6.4% | +14.5% | +4.3% | +4.8% | +8.8% | +99.9% |
| 2024 | -1.5% | +3.3% | +10.1% | +0.6% | +7.9% | +0.4% | -0.3% | -2.3% | +3.0% | -0.2% | -3.1% | -0.9% | +17.5% |
| 2023 | +10.7% | -2.8% | +6.1% | -3.9% | +6.0% | +3.7% | +5.7% | -4.0% | -6.7% | -2.1% | +13.5% | +8.4% | +37.3% |
| 2022 | - | - | - | - | +4.5% | -14.9% | +4.5% | -7.0% | -6.6% | +4.9% | +15.0% | +1.0% | -1.6% |