Date de intrare Actiuni Date de intrare fixed income

Tip alocare Alocare Tip alocare Alocare

Procent DM din actiuni 65% Obligatiuni DM 10%
Procent EM din actiuni 35% Obligatiuni EM 10%
Total 100% Aur in portofoliu (water) 5%

Date de intrare factor based DM Date de intrare factor based EM

Factor Alocare Factor Alocare
Blend 65% Blend 100%
Quality 10% Quality 0%
Value 10% Value 0%
Small-cap / Size 15% Small-cap / Size 0%
Low volatility 0% Low volatility 0%
Momentum 0% Momentum 0%
Total 100% Total 100%
 Suma de investit / an: 16000
Tip Instrument Alocare de investit Suma de investit [EUR / an] Recurenta
Obligatiuni DM 10.0% 1600 1.2
Obligatiuni EM 10.0% 1600 1.2
Aur (water) 5.0% 800 0.6
Actiuni blend DM 31.7% 5070 3.8025
Quality DM 4.9% 780 0.585
Value DM 4.9% 780 0.585
Small-cap DM 7.3% 1170 0.8775
Low volatility DM 0.0% 0 0
Momentum DM 0.0% 0 0
Actiuni blend EM 26.3% 4200 3.15
Quality EM 0.0% 0 0
Value EM 0.0% 0 0
Small-cap EM 0.0% 0 0
Low volatility EM 0.0% 0 0
Momentum EM 0.0% 0 0
Total utilizat: 100% 16000 12

Obligatiuni DM 133.333333333333 133.82

Obligatiuni EM 133.333333333333
Aur (water) 66.6666666666667
Actiuni blend DM 422.5 429.26
Quality DM 65
Value DM 65
Small-cap DM 97.5 105.3
Low volatility DM 0
Momentum DM 0
Actiuni blend EM 350 342.76
Quality EM 0
Value EM 0
Small-cap EM 0
Low volatility EM 0
Momentum EM 0
 12
Investit [EUR] Ramas [EUR] Ramas [Luni]
0 1600 1.24
0 1600 1.24
0 800 0.62
429.26 4640.74 3.60
0 780 0.61
0 780 0.61
105.3 1064.7 0.83
0 0 0.00
0 0 0.00
0 4200 3.26
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 0 0.00
0 15465.44 12

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