1.5
MODEL INVESTMENT PORTFOLIOS
| Όνομα χαρτοφυλακίου | Κατηγορία | Περιοχή/Κλάδος | Νόμ. | Απόδοση 2025 | Απόδοση 2024 | Ρίσκο | Προτ. ποσό επένδυσης | Μέση ετ. απόδοση | Μεταβλ. (σ) | Sharpe | alpha | beta | Έναρξη | Ενημέρωση |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock | Global | EUR |
5.74%
|
38.55%
|
6 | 20.000 |
27.74%
|
17.04 | 1.64 | 16.68% | 0.99 | |||
| Stock | Greece | EUR |
6.71%
|
20.53%
|
7 | 25.000 |
20.22%
|
24.15 | 0.73 | 2.96% | 0.94 | |||
| Stock | USA | USD |
4.21%
|
30.05%
|
6 | 120.000 |
16.74%
|
14.36 | 1.05 | 2.45% | 0.95 | |||
| Stock | Europe | EUR |
9.32%
|
20.11%
|
6 | 100.000 |
14.39%
|
16.87 | 0.76 | 5.17% | 1.10 | |||
| Stock | Global | EUR |
2.73%
|
32.78%
|
5 | 40.000 |
13.53%
|
13.73 | 0.90 | 1.40% | 0.93 | |||
| Stock | Developed Markets | EUR |
3.06%
|
29.77%
|
5 | 120.000 |
15.34%
|
12.94 | 1.15 | 1.95% | 0.95 | |||
| Stock | Technology | USD |
4.59%
|
40.47%
|
7 | 50.000 |
28.69%
|
23.22 | 1.13 | 4.24% | 1.09 | |||
| Balanced | Greece | EUR |
3.54%
|
11.03%
|
5 | 40.000 |
10.84%
|
11.54 | 0.83 | 2.60% | 1.01 | |||
| Balanced | Developed Markets | EUR |
1.28%
|
15.68%
|
4 | 200.000 |
6.58%
|
6.77 | 0.56 | 2.49% | 0.61 | |||
| Balanced | Europe | EUR |
3.82%
|
9.60%
|
4 | 130.000 |
6.76%
|
8.34 | 0.67 | 3.65% | 0.93 | |||
| Bond | Greece | EUR |
0.44%
|
6.65%
|
4 | 40.000 |
4.36%
|
5.66 | 0.59 | 4.39% | 0.71 | |||
| Bond | Europe | EUR |
0.15%
|
2.75%
|
4 | 50.000 |
1.40%
|
4.29 | 0.08 | 1.22% | 0.55 |
