Piano di Accumulo (PAC) - Matteo - LifeStrategy
Securities in this portfolio
Asset class
| Equity | 80.00% |
| Bonds | 20.00% |
| Cash | 0.00% |
| Crypto | 0.00% |
| Deposit | 0.00% |
| Commodities | 0.00% |
| Real Estate | 0.00% |
| Money Market | 0.00% |
Currencies
| USD | 45.37% |
| EUR | 43.40% |
| JPY | 5.14% |
| GBP | 3.42% |
| CNY | 2.67% |
Total assets ( 19,356.00 EUR of wich 0.00 EUR in cash )
Yields (MWRR TWRR Over time)
Yields detail (MWRR)
Cumulative yield
29.04%
30 days yield
-0.55%
90 days yield
5.53%
YTD yield
5.87%
Annualized yields (MWRR)
Top countries
United States
45.37%
Japan
5.14%
United Kingdom
3.42%
China
2.67%
Top sectors
Technology
17.09%
Financials
11.16%
Health Care
9.98%
Consumer Discretionary
9.09%
Industrials
7.46%
Consumer Staples
5.98%
Telecommunication
5.86%
Basic Materials
3.70%
Energy
3.43%
Top holdings
Vanguard Ftse Developed World Ucits Etf (Usd) Accumulating
19.37%
Vanguard Ftse All-World Ucits Etf (Usd) Accumulating
19.32%
Vanguard Ftse North America Ucits Etf
19.23%
Vanguard Global Aggregate Bond Ucits Etf Eur Hedged Accumulating
19.10%
Vanguard Ftse Developed Europe Ucits Etf (Eur) Accumulating
6.40%
Vanguard Ftse Emerging Markets Ucits Etf (Usd) Accumulating
5.79%
Vanguard S&P 500 Ucits Etf (Usd) Accumulating
5.73%
Vanguard Ftse Japan Ucits Etf (Usd) Accumulating
2.48%
Vanguard Ftse Developed Asia Pacific Ex Japan Ucits Etf (Usd) Accumulating
1.77%
Vanguard Usd Treasury Bond Ucits Etf Eur Hedged Accumulating
0.23%
Vanguard Eur Eurozone Government Bond Ucits Etf (Eur) Accumulating
0.20%
Vanguard Usd Corporate Bond Ucits Etf Eur Hedged Accumulating
0.19%
Euro
0.10%
Vanguard Eur Corporate Bond Ucits Etf (Eur) Accumulating
0.06%
Vanguard U.K. Gilt Ucits Etf Eur Hedged Accumulating
0.02%
Us Dollar
0.00%
Activities
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