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 |
24.40%
|
23.82%
|
6 | 20.000 |
26.12%
|
17.20 | 1.51 | 16.01% | 0.98 | |||
| Stock | Greece | EUR |
18.92%
|
39.45%
|
7 | 25.000 |
19.95%
|
24.50 | 0.71 | 2.78% | 0.94 | |||
| Stock | USA | USD |
23.83%
|
30.45%
|
6 | 120.000 |
16.42%
|
14.38 | 1.03 | 2.21% | 0.94 | |||
| Stock | Europe | EUR |
19.31%
|
21.91%
|
6 | 100.000 |
13.62%
|
16.98 | 0.71 | 4.29% | 1.11 | |||
| Stock | Global | EUR |
16.65%
|
20.65%
|
5 | 40.000 |
11.82%
|
13.75 | 0.77 | 0.42% | 0.92 | |||
| Stock | Developed Markets | EUR |
17.54%
|
24.63%
|
5 | 120.000 |
14.64%
|
13.00 | 1.09 | 1.64% | 0.96 | |||
| Stock | Technology | USD |
28.90%
|
66.57%
|
7 | 50.000 |
28.01%
|
23.71 | 1.07 | 3.39% | 1.09 | |||
| Balanced | Greece | EUR |
9.61%
|
24.05%
|
5 | 40.000 |
10.51%
|
11.88 | 0.78 | 2.26% | 1.04 | |||
| Balanced | Developed Markets | EUR |
8.35%
|
10.66%
|
4 | 200.000 |
4.37%
|
6.77 | 0.29 | 1.45% | 0.63 | |||
| Balanced | Europe | EUR |
8.97%
|
10.28%
|
4 | 130.000 |
6.44%
|
8.44 | 0.64 | 3.50% | 0.94 | |||
| Bond | Greece | EUR |
5.04%
|
8.65%
|
4 | 40.000 |
4.43%
|
5.87 | 0.60 | 4.56% | 0.73 | |||
| Bond | Europe | EUR |
2.04%
|
2.62%
|
4 | 50.000 |
1.34%
|
4.40 | 0.09 | 1.37% | 0.57 |
