Investtechs modelporteføljer steg i første kvartal gennemsnitligt 1,9 procentpoint i forhold til referenceindeks. 5 af Investtechs 6 modelporteføljer slog referanceindekset i kvartalet. I Danmark slog porteføljen indekset med 4,1 procentpoint.
Marked | Merafk. Q1* | Merafk. Q2* | Merafk. Q3* | Merafk. Q4* | Merafk. 2024 |
Stockholm | +2,0 | +2,0 | |||
Helsingfors | +4,1 | +4,1 | |||
Amsterdam | +0,4 | +0,4 | |||
København | +4,1 | +4,1 | |||
Oslo | +6,6 | +6,6 | |||
Frankfurt/CDAX | -5,7 | -5,7 | |||
Snit | +1,9 | +1,9 | |||
Oslo Hold-dig-fra-portefølje | -40,1 | -40,1 | |||
København Hold-dig-fra-portefølje | -3,8 | -3,8 | |||
Stockholm Hold-dig-fra-portefølje | -29,4 | -29,4 |
*Merkafkast i kvartalet for portefølje før kurtage i forhold til referanceindeks. Beregnes som procentpoint merafkast hidtil i år minus merafkast per forrige periode.
I hele perioden er der lagt vægt på, at aktierne i porteføljerne skulle genspejle markedssammensætningen, og risikoen i porteføljerne har været på linje med markedet.
Strategien:
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Investtech guarantees neither the entirety nor accuracy of the analyses. Any consequent exposure related to the advice / signals which emerge in the analyses is completely and entirely at the investors own expense and risk. Investtech is not responsible for any loss, either directly or indirectly, which arises as a result of the use of Investtechs analyses. Details of any arising conflicts of interest will always appear in the investment recommendations. Further information about Investtechs analyses can be found here disclaimer.
The content provided by Investtech.com is NOT SEC or FSA regulated and is therefore not intended for US or UK consumers.