Anlagestrategie: Core-Satellite
Anlagezeitraum: langfristig

Core:
monatlicher Sparplan 600€
- IShares Core MSCI World (A0RPWH)
- IShares Core MSCI EM (A111X9)

monatliche VWL 40€
- Xtrackers Stoxx Europe 600 (DBX1A7)

Satellite:
breit gestreute Qualitätsaktien
(Growth, Value, Dividendentitel)

kurzfristiges Ziel:
Bis 2025 ein Portfoliowert von 100.000€


Positions27
Dividend received$2,611.95
Total Return39.87%
Investing since01.2021

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Positions

Title
Weight
Position
P/L
22.79% 
$23,836.10
$953.44
+$18,877.69
380.72%
11.50% 
$12,028.24
$100.21
+$2,084.13
20.96%
7.69% 
$8,045.28
$423.44
+$2,840.84
54.58%
7.29% 
$7,623.64
$190.59
+$1,823.52
31.44%
4.64% 
$4,848.15
$484.82
+$917.86
23.35%
4.41% 
$4,612.25
$288.27
+$1,196.97
35.05%
3.26% 
$3,408.78
$852.20
+$273.10
8.71%
3.22% 
$3,366.11
$187.01
+$1,740.51
107.07%
2.75% 
$2,873.29
$63.85
+$731.11
34.13%
2.73% 
$2,851.29
$63.36
+$164.62
6.13%
2.66% 
$2,782.44
$92.75
-$787.86
22.07%
2.63% 
$2,754.19
$55.08
-$121.81
4.24%
2.61% 
$2,731.11
$273.11
-$46.73
1.68%
2.59% 
$2,705.69
$180.38
+$315.35
13.19%
2.48% 
$2,590.48
$74.01
+$148.16
6.07%
2.09% 
$2,187.11
$43.74
-$132.43
5.71%
2.08% 
$2,175.88
$167.38
+$344.49
18.81%
2.05% 
$2,144.02
$153.14
-$25.42
1.17%
1.99% 
$2,083.64
$208.36
+$582.81
38.83%
1.70% 
$1,782.85
$71.31
+$292.18
19.60%
1.69% 
$1,772.13
$354.43
+$662.38
59.69%
1.49% 
$1,559.32
$194.91
+$238.05
18.02%
1.38% 
$1,442.02
$34.41
+$163.88
12.82%
0.79% 
$827.15
$27.57
-$1,481.38
64.17%
0.67% 
$701.13
$139.49
+$112.57
19.13%
0.61% 
$641.50
$64.15
-$116.52
15.37%
0.20% 
$211.75
$0.529
-$1,036.48
83.04%

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Allocation

Total Net Worth$104,585.55

Performance

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