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1.5

MODEL INVESTMENT PORTFOLIOS

Momentum Stocks
Portfolio EUR
Momentum Stocks
Teaser description

Stock Portfolio

RETURN 2024*
40.32 %
RETURN 2023*
23.82 %
Risk 6
Updated 22/11/2024

Hellenic Stocks
Portfolio EUR
Hellenic Stocks
Teaser description

Stock Portfolio

RETURN 2024*
14.56 %
RETURN 2023*
39.45 %
Risk 7
Updated 22/11/2024

USA Stocks
Portfolio USD
USA Stocks
Teaser description

Stock Portfolio

RETURN 2024*
31.94 %
RETURN 2023*
30.45 %
Risk 6
Updated 22/11/2024

Euro Stocks
Portfolio EUR
Euro Stocks
Teaser description

Stock Portfolio

RETURN 2024*
19.23 %
RETURN 2023*
21.91 %
Risk 6
Updated 22/11/2024

Global Equity ETF
Portfolio EUR
Global Equity ETF
Teaser description

ETF Stock Portfolio

RETURN 2024*
30.47 %
RETURN 2023*
20.65 %
Risk 5
Updated 22/11/2024

Developed Stocks
Portfolio EUR
Developed Stocks
Teaser description

Stock Portfolio

RETURN 2024*
27.69 %
RETURN 2023*
24.63 %
Risk 5
Updated 22/11/2024

Techno Stocks
Portfolio USD
Techno Stocks
Teaser description

Stock Portfolio

RETURN 2024*
37.20 %
RETURN 2023*
66.57 %
Risk 7
Updated 22/11/2024

Hellenic Balanced
Portfolio EUR
Hellenic Balanced
Teaser description

Balanced Portfolio

RETURN 2024*
7.83 %
RETURN 2023*
24.05 %
Risk 5
Updated 22/11/2024

Developed Balanced
Portfolio EUR
Developed Balanced
Teaser description

Balanced Portfolio

RETURN 2024*
14.37 %
RETURN 2023*
10.66 %
Risk 4
Updated 22/11/2024

Euro Balanced
Portfolio EUR
Euro Balanced
Teaser description

Balanced Portfolio

RETURN 2024*
9.08 %
RETURN 2023*
10.28 %
Risk 4
Updated 22/11/2024

Hellenic Bonds
Portfolio EUR
Hellenic Bonds
Teaser description

Bond Portfolio

RETURN 2024*
5.72 %
RETURN 2023*
8.65 %
Risk 4
Updated 22/11/2024

Euro Bonds
Portfolio EUR
Euro Bonds
Teaser description

Bond Portfolio

RETURN 2024*
2.53 %
RETURN 2023*
2.62 %
Risk 4
Updated 22/11/2024
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
40.32%
23.82%
6 20.000
27.77%
17.21 1.63 16.76% 0.98
Stock Greece EUR
14.56%
39.45%
7 25.000
18.85%
24.33 0.66 2.20% 0.94
Stock USA USD
31.94%
30.45%
6 120.000
16.74%
14.36 1.06 2.39% 0.95
Stock Europe EUR
19.23%
21.91%
6 100.000
13.28%
16.79 0.69 4.78% 1.10
Stock Global EUR
30.47%
20.65%
5 40.000
13.21%
13.90 0.86 1.02% 0.93
Stock Developed Markets EUR
27.69%
24.63%
5 120.000
15.16%
13.03 1.13 1.68% 0.96
Stock Technology USD
37.20%
66.57%
7 50.000
28.32%
23.50 1.10 3.74% 1.09
Balanced Greece EUR
7.83%
24.05%
5 40.000
10.09%
11.62 0.75 2.36% 1.01
Balanced Developed Markets EUR
14.37%
10.66%
4 200.000
4.58%
7.04 0.28 1.56% 0.64
Balanced Europe EUR
9.08%
10.28%
4 130.000
6.30%
8.35 0.62 3.70% 0.93
Bond Greece EUR
5.72%
8.65%
4 40.000
4.39%
5.81 0.59 4.44% 0.73
Bond Europe EUR
2.53%
2.62%
4 50.000
1.38%
4.34 0.09 1.32% 0.56