Comparison: Cockroach portfolio vs. pure stock portfolio and 60/40 portfolio
How would 10,000 francs invested in 2016 have grown by 2021 and 2026?
Performance in CHF und inklusive Dividenden. Gebühren beim Anlegen, darunter allfällige Transaktions- und Depotgebühren, wurden nicht berücksichtigt. Für den Cash-Teil wurde von einem Zinssatz von 0 Prozent ausgegangen. Stichtage für die Performance: 31.03.2016, 31.03.2021 und 31.03.2026.
Performance in CHF, accounting for dividends. The comparison does not account for possible investment fees like brokerage fees and custody fees. The comparison is based on the assumption that cash components do not earn any interest. Dates used for the comparison: March 31, 2016; March 31, 2021; and March 31, 2026.
Makeup cockroach portfolio: CHF 2500 in a MSCI-World-ETF (ISIN: IE00B7KQ7B66), CHF 2500 in a Swiss government bond ETF (ISIN: CH0016999861), CHF 2500 in a gold ETF (ISIN: CH0139101593), CHF 2500 in a private account at a Swiss bank.
Makeup stock portfolio: CHF 10,000 in an MSCI-World ETF (ISIN: IE00B7KQ7B66)
Makeup 60-40-Portfolio: CHF 6000 in an MSCI World ETF (ISIN: IE00B7KQ7B66), CHF 2000 in a global corporate bond ETF (ISIN: IE00B7J7TB45), CHF 2000 in a global government bond ETF (ISIN: IE00B3F81K65).
Makeup cockroach portfolio: CHF 2500 in a MSCI-World-ETF (ISIN: IE00B7KQ7B66), CHF 2500 in a Swiss government bond ETF (ISIN: CH0016999861), CHF 2500 in a gold ETF (ISIN: CH0139101593), CHF 2500 in a private account at a Swiss bank.
Makeup stock portfolio: CHF 10,000 in an MSCI-World ETF (ISIN: IE00B7KQ7B66)
Makeup 60-40-Portfolio: CHF 6000 in an MSCI World ETF (ISIN: IE00B7KQ7B66), CHF 2000 in a global corporate bond ETF (ISIN: IE00B7J7TB45), CHF 2000 in a global government bond ETF (ISIN: IE00B3F81K65).