Portfolios
Sample portfolio
All Weather Portfolio
The all-weather strategy was developed by Ray Dalio, founder of the hedge fund Bridgewater Associates. Its goal is a portfolio that delivers stable returns in all economic market phases – without requiring market forecasts.
- Holding
- 384.34
- Value
- 65,787.38 EUR
- Allocation
- 70.8 %
- Holding
- 88.95
- Value
- 14,978.20 EUR
- Allocation
- 16.1 %
- Holding
- 384.34
- Value
- 4,275.39 EUR
- Allocation
- 4.6 %
- Holding
- 38.12
- Value
- 2,930.96 EUR
- Allocation
- 3.2 %
- Value
- 5,009.45 EUR
- Allocation
- 5.4 %
Sample portfolio
70/30 portfolio with ETFs
The 70/30 portfolio with ETFs is a simple, globally diversified investment strategy. It invests 70% of the capital in developed countries and 30% in emerging markets to effectively combine growth potential and diversification.
- Holding
- 64.71
- Value
- 8,324.55 EUR
- Allocation
- 65.9 %
- Holding
- 77.74
- Value
- 4,308.86 EUR
- Allocation
- 34.1 %
Sample portfolio
Crypto Portfolio
This sample portfolio illustrates the performance of a one-time investment in four of the most well-known cryptocurrencies. In October, €3,000 was invested in Bitcoin (BTC), €1,000 in Ethereum (ETH), €500 in Solana (SOL), and €500 in Cardano (ADA). The allocation combines the established market leader Bitcoin with Ethereum as a leading smart contract platform, as well as Solana and Cardano as other significant blockchain projects. The portfolio aims to demonstrate the performance of a diversified cryptocurrency investment after a single entry and to show how different market movements can affect individual positions and the overall portfolio. The performance shown is based on historical price data and is for illustrative purposes only. Cryptocurrencies are subject to sometimes significant price fluctuations, so both substantial gains and significant losses are possible. Past performance is not indicative of future results. This sample portfolio is for informational and demonstration purposes only and does not constitute investment advice or a buy or sell recommendation.
- Holding
- 0.079204
- Value
- 4,302.46 EUR
- Allocation
- 82.4 %
- Holding
- 0.385163
- Value
- 619.66 EUR
- Allocation
- 11.9 %
- Holding
- 4.10
- Value
- 257.95 EUR
- Allocation
- 4.9 %
- Holding
- 273.39
- Value
- 39.71 EUR
- Allocation
- 0.8 %
Sample portfolio
Savings plan account ACWI
The savings plan portfolio based on the MSCI ACWI (All Country World Index) offers an automated, all-in-one solution for your wealth-building project. With a monthly contribution of €100, you consistently invest in over 2,000 companies from developed and emerging markets in a single investment.
- Holding
- 21.81
- Value
- 2,273.55 EUR
- Allocation
- 100.0 %
Sample portfolio
Bitcoin Savings Plan
This sample portfolio demonstrates how a consistent Bitcoin savings plan can perform over an extended period. Since the portfolio's inception, €10 has been automatically invested in Bitcoin each month, regardless of the current price. This utilizes the so-called cost-averaging effect: more Bitcoin is purchased when prices are low, and fewer when prices are high. The goal of this sample portfolio is to illustrate how even small, regular investments can build wealth over the long term and the impact of time and consistent investing on portfolio performance. Bitcoin is one of the best-known cryptocurrencies and is considered by many investors as a long-term addition to a diversified portfolio. At the same time, the Bitcoin price is subject to sometimes significant fluctuations, which is why an investment involves corresponding opportunities as well as risks. This portfolio serves solely for demonstration and informational purposes and is intended to show how a simple savings plan would have performed in the past. The performance shown is based on historical price data and does not allow for any conclusions to be drawn about future results. This is expressly not investment advice or a recommendation to buy.
- Holding
- 0.914159
- Value
- 49,741.59 EUR
- Allocation
- 100.0 %