Kontor
Demo-ModusVerbinden

Rebalancing

Soll-Allokation definieren und Kaufvorschlage berechnen

Grosste AbweichungApple Inc.0.0 Pp.
Anpassungen notig0
Balance-Score100%100% = perfekt ausbalanciert

Soll-Allokation

PositionIstSollDelta
Apple Inc.
14.7%
0.0
Microsoft Corp.
18.8%
0.0
Alphabet Inc.
5.8%
0.0
Johnson & Johnson
10.4%
0.0
Visa Inc.
15.3%
0.0
Vanguard FTSE All-World
21.4%
0.0
iShares Core MSCI World
10.5%
0.0
iShares Core MSCI EM IMI
3.0%
0.0
Summe100.0%99.9%
Apple Inc.
14.7%
Microsoft Corp.
18.8%
Alphabet Inc.
5.8%
Johnson & Johnson
10.4%
Visa Inc.
15.3%
Vanguard FTSE All-World
21.4%
iShares Core MSCI World
10.5%
iShares Core MSCI EM IMI
3.0%
Ist Soll

Kaufvorschlage

EUR
Microsoft Corp.18.8% → 18.8%
Kaufen123 €0.32 Anteile
Vanguard FTSE All-World21.4% → 21.4%
Kaufen83 €0.76 Anteile
Visa Inc.15.3% → 15.3%
Kaufen62 €0.23 Anteile
Apple Inc.14.7% → 14.7%
Kaufen59 €0.33 Anteile
iShares Core MSCI World10.5% → 10.5%
Kaufen57 €0.72 Anteile
Johnson & Johnson10.4% → 10.4%
Kaufen28 €0.18 Anteile
iShares Core MSCI EM IMI3.0% → 3.0%
Kaufen27 €0.91 Anteile
Alphabet Inc.5.8% → 5.8%
Halten
Trades7
Kaufvolumen439 €
Nicht investiert61 €