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SPDR Weltportfolio Wachstum
State Street ETF Model Portfolio Wachstum 67 % Aktienquote
0,17 % p.a. Portfolio TER
01.04.2012 Starttag
4 Anzahl ETFs
Portfolio- und Risikokennzahlen, Anlagestil, Marktkapitalisierung Wir empfehlen die ETFs aus diesem Musterportfolio zu folgenden Uhrzeiten an der Börse zu handeln.
Die Deutsche Börse unterteilt zur Berechnung des iXLM den Handelstag in halbstündige Intervalle und ermittelt rückwirkend das iXLM. Je geringer das iXLM, desto geringer sind die impliziten Handelskosten.
Hier findest du wichtige Kennzahlen zum Musterportfolio State Street ETF Model Portfolio Wachstum.
Allgemein Anzahl ETFs 4 Portfoliokosten (TER) 0,17 % Prognose Ausschüttung p.a. 0,91 %
Aktienstatistiken Kurs-Gewinn-Verhältnis (KGV) 17,04 Kurs-Buchwert-Verhältnis (KBV) 2,60
Anleihenstatistiken Durchschn. Duration 4,93 Durchschn. Bonität A Durchschn. Kupon 3,17
Die extraETF Anlagestil Box ist ein höchst nützliches Instrument für die Portfoliokonstruktion. Die Box klassifiziert das Musterportfolio State Street ETF Model Portfolio Wachstum entlang der vertikalen Achse nach der Marktkapitalisierung und entlang der horizontalen Achse nach Substanz- und Wachstumsmerkmalen.
14,66 % 21,64 % 14,24 % 3,99 % 4,72 % 3,23 % 1,27 % 2,32 % 0,93 %
Mit 4,72 % bilden Blend-Aktien mit einer mittleren Marktkapitalisierung den größten Portfolio-Anteil. Blend-Aktien sind eine Kombination von Value- und Growth-Aktien.
Die extraETF Anlagestil Box ist ein höchst nützliches Instrument für die Portfoliokonstruktion. Die Box klassifiziert das Musterportfolio State Street ETF Model Portfolio Wachstum entlang der vertikalen Achse nach der Bonität und entlang der horizontalen Achse nach der Zinssensibilität.
2,56 % 1,87 % 3,06 % 8,30 % 4,48 % 5,25 % 4,20 % 3,19 % 0,08 %
Mit 8,30 % bilden Anleihen mit einer mittleren Bonität und einer niedrigen Zinssensibilität den größten Portfolioanteil.
Hier siehst du die prozentuale Aufteilung des Musterportfolios State Street ETF Model Portfolio Wachstum nach Marktkapitalisierung. Die Marktkapitalisierung spiegelt den aktuellen Börsenwert eines börsennotierten Unternehmens wider.
Sehr Groß 28,60 % Groß 21,94 % Mittelgroß 11,94 % Klein 3,69 % Micro 0,83 %
Hier siehst du die prozentuale Aufteilung der Bonitätsstruktur der enthaltenen Anleihen im Musterportfolio State Street ETF Model Portfolio Wachstum. Je schlechter das Rating der Bonität, desto höher das Risiko einer Zahlungsunfähigkeit des entsprechenden Emittenten. Das Bonitätsrisiko spielt eine umso größere Rolle, je länger die Laufzeit der betreffenden Anleihen währt.
AAA 2,43 % AA 4,55 % A 8,01 % BBB 9,67 % BB 4,53 % B 2,50 % Unter B 0,48 % Nicht klassifiziert 0,82 %
Hier findest du die prozentuale Aufteilung der Laufzeitstruktur der enthaltenen Anleihen im Musterportfolio State Street ETF Model Portfolio Wachstum.
1 bis 3 Jahre 8,87 % 3 bis 5 Jahre 9,34 % 5 bis 7 Jahre 5,58 % 7 bis 10 Jahre 4,32 % 10 bis 15 Jahre 1,91 % 15 bis 20 Jahre 1,13 % 20 bis 30 Jahre 1,15 % Über 30 Jahre 0,27 %
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