Demo Portfolio | The European Investor

You're viewing a read-only sample portfolio with demo data.

306,162.87€

Current NAV

248,524.80€

+204.00€ commission

Invested

57,638.07€

23.19%

Gain / Loss

8.90%

% Gain / Year (CAGR)

0.256%

Portfolio TER

23.02

P/E Ratio

Equity

100.0%

United States

52.6%

Information Technology

28.0%

Americas Large

42.7%

Name	Weight	Entry	Market	Return	Ret.%
iShares Core MSCI World UCITS ETF	56.4%	160,093.60	291,937.25	131,843.65	82.35%
iShares MSCI EMU Small Cap UCITS ETF	11.2%	39,186.40	58,089.54	18,903.14	48.24%
iShares MSCI EM UCITS ETF USD (Dist)	20.7%	57,944.00	106,924.24	48,980.24	84.53%
Amundi Russell 2000 UCITS ETF EUR Acc	11.6%	40,613.60	60,212.34	19,598.74	48.26%

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