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  • Ales Ejemplo

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    Juan Gabriel Afonso
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    This document summarizes an investment portfolio consisting of 100% equities allocated across two exchange-traded funds (ETFs). Specifically, 50% of the equities allocation and 50% of the total portfolio is invested in the Invesco QQQ ETF tracking US technology stocks. The remaining 50% of the equities allocation and 50% of the total portfolio is invested in the SPDR S&P 500 ETF tracking the broader US stock market. The annual fees of the portfolio are 0.17% and it achieved a 1-year return of 34.63% with volatility of 15.45% over the same period.

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    Ales ejemplo

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    This document summarizes an investment portfolio consisting of 100% equities allocated across two exchange-traded funds (ETFs). Specifically, 50% of the equities allocation and 50% of the total portfolio is invested in the Invesco QQQ ETF tracking US technology stocks. The remaining 50% of the equities allocation and 50% of the total portfolio is invested in the SPDR S&P 500 ETF tracking the broader US stock market. The annual fees of the portfolio are 0.17% and it achieved a 1-year return of 34.63% with volatility of 15.45% over the same period.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    4 views1 page

    Ales Ejemplo

    Uploaded by

    Juan Gabriel Afonso
    This document summarizes an investment portfolio consisting of 100% equities allocated across two exchange-traded funds (ETFs). Specifically, 50% of the equities allocation and 50% of the total portfolio is invested in the Invesco QQQ ETF tracking US technology stocks. The remaining 50% of the equities allocation and 50% of the total portfolio is invested in the SPDR S&P 500 ETF tracking the broader US stock market. The annual fees of the portfolio are 0.17% and it achieved a 1-year return of 34.63% with volatility of 15.45% over the same period.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Plan

    Portfolio: Ales ejemplo 21/1/24

    Asset allocation in detail


    Asset class / Fund name TER Quote Amount Weight
    in % p.a. in EUR in EUR in %

    Acciones 0,17% 300,00 100,00%


    Acciones, Estados Unidos, Tecnología 0,30% 385,26 150,00 50,00%
    Invesco EQQQ Nasdaq-100 UCITS ETF
    IE0032077012, EQQQ
    Acciones, Estados Unidos 0,03% 441,02 150,00 50,00%
    SPDR S&P 500 UCITS ETF
    IE00B6YX5C33, SPY5
    Efectivo 0,00 0,00%
    Portfolio 0,17% 300,00 100%

    0,17% 34,63% 15,45%


    Fees per year Return 1 year Volatility 1 year

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    justETF GmbH apply.
    www.justetf.com

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