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 |
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 |
