1.5
MODEL INVESTMENT PORTFOLIOS
| Όνομα χαρτοφυλακίου | Κατηγορία | Περιοχή/Κλάδος | Νόμ. | Απόδοση 2024 | Απόδοση 2023 | Ρίσκο | Προτ. ποσό επένδυσης | Μέση ετ. απόδοση | Μεταβλ. (σ) | Sharpe | alpha | beta | Έναρξη | Ενημέρωση |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock | Global | EUR |
39.99%
|
23.82%
|
6 | 20.000 |
27.72%
|
17.19 | 1.62 | 16.79% | 0.99 | |||
| Stock | Greece | EUR |
19.90%
|
39.45%
|
7 | 25.000 |
19.34%
|
24.21 | 0.68 | 2.77% | 0.94 | |||
| Stock | USA | USD |
35.34%
|
30.45%
|
6 | 120.000 |
16.84%
|
14.34 | 1.07 | 2.42% | 0.95 | |||
| Stock | Europe | EUR |
23.06%
|
21.91%
|
6 | 100.000 |
13.59%
|
16.71 | 0.71 | 4.83% | 1.10 | |||
| Stock | Global | EUR |
32.64%
|
20.65%
|
5 | 40.000 |
13.29%
|
13.80 | 0.88 | 1.14% | 0.93 | |||
| Stock | Developed Markets | EUR |
27.45%
|
24.63%
|
5 | 120.000 |
15.14%
|
13.02 | 1.13 | 1.68% | 0.96 | |||
| Stock | Technology | USD |
44.69%
|
66.57%
|
7 | 50.000 |
28.84%
|
23.38 | 1.13 | 3.92% | 1.09 | |||
| Balanced | Greece | EUR |
10.67%
|
24.05%
|
5 | 40.000 |
10.37%
|
11.56 | 0.78 | 2.45% | 1.01 | |||
| Balanced | Developed Markets | EUR |
15.44%
|
10.66%
|
4 | 200.000 |
5.27%
|
6.93 | 0.39 | 1.69% | 0.63 | |||
| Balanced | Europe | EUR |
10.88%
|
10.28%
|
4 | 130.000 |
6.46%
|
8.31 | 0.64 | 3.59% | 0.93 | |||
| Bond | Greece | EUR |
6.94%
|
8.65%
|
4 | 40.000 |
4.38%
|
5.69 | 0.60 | 4.28% | 0.71 | |||
| Bond | Europe | EUR |
2.59%
|
2.62%
|
4 | 50.000 |
1.37%
|
4.32 | 0.09 | 1.16% | 0.55 |
