Simulation Allocataire-dynamique as of 24th May, 2023
Overview
BSD Investing & L’Allocataire universe allocation
BSD Investing & L’Allocataire active/passive funds allocation
| Portfolio | Total Return | Annualized Return | Annualized Volatility | |||||
|---|---|---|---|---|---|---|---|---|
| 3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year | 3 Year | 5 Year | |
| BSD Investing & L’Allocataire portfolio | 3.1% | 11.5% | 16.8% | NA | NA | NA | NA | NA |
| Index ACWI | 1.2% | 6.5% | 4.6% | NA | NA | NA | NA | NA |
| BSD Investing portfolio | 2.2% | 11.7% | 13.3% | NA | NA | NA | NA | NA |
10Y Allocataire-dynamique
Sources: Morningstar and BSD Investing data in EUR from 31 December 2021 to 24 May 2023. Past performance is no guarantee of future results.
Overview from 2021-12-31 to
2023-05-24
| Portfolio | Performance | CAGR | Volatility | Best Year Return | Worst Year Return | Max Drawdown | Sharpe Ratio |
|---|---|---|---|---|---|---|---|
| BSD Investing & L’Allocataire portfolio | 3.6% | 2.6% | 12.1% | NA | NA | -15.4% | 0.08 |
| Index ACWI | -7.4% | -5.3% | 15.7% | NA | NA | -10.3% | -0.44 |
| BSD Investing portfolio | -4.0% | -2.9% | 12.1% | NA | NA | -12.9% | -0.37 |
Allocation
BSD Investing & L’Allocataire
Global allocation
User Active/Passive fund allocation
Bsd Investing Active/Passive fund allocation
please subscribe to see the graph France SMC
0% of portfolio
0% of portfolio
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US Large-Cap
0% of portfolio
0% of portfolio
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Sector Techno US Nasdaq
10% of portfolio
10% of portfolio
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Ecology
0% of portfolio
0% of portfolio
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India Equity
11% of portfolio
11% of portfolio
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Europe Small-Cap
2% of portfolio
2% of portfolio
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Thematic ACWI
10% of portfolio
10% of portfolio
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Europe Large-Cap
10% of portfolio
10% of portfolio
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Crypto Infrastructure
3% of portfolio
3% of portfolio
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EUR Money Market
21% of portfolio
21% of portfolio
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France SMC
0% of portfolio
0% of portfolio
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Asia Ex Japan Equity
8% of portfolio
8% of portfolio
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France SMC
0% of portfolio
0% of portfolio
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Thematic ACWI
10% of portfolio
10% of portfolio
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Europe MC
3% of portfolio
3% of portfolio
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Europe Small-Cap
2% of portfolio
2% of portfolio
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Japan Large-Cap
2% of portfolio
2% of portfolio
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Ecology
0% of portfolio
0% of portfolio
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Global Large-Cap
3% of portfolio
3% of portfolio
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Thematic ACWI
0% of portfolio
0% of portfolio
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Thematic ACWI
0% of portfolio
0% of portfolio
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Financial
0% of portfolio
0% of portfolio
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Commodities Gold
5% of portfolio
5% of portfolio
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BSD Investing & L’Allocataire universe allocation
| Allocation | Universe | Active fund | Alloc Active | Passive Fund | Passive Alloc |
|---|---|---|---|---|---|
| 0% | France SMC | Sycomore Sélection PME I | 100% | AVG Passive PTF | 0% |
| 0% | US LC | AVG Active PTF | 0% | Lyxor Core US Equity (DR) ETF - Dist | 100% |
| 10% | Sector Techno US Nasdaq | AVG Active PTF | 0% | Amundi IS Nasdaq-100 ETF-C EUR Hdg | 100% |
| 0% | Ecology | Pictet - Global Envir Opps I EUR | 100% | AVG Passive PTF | 0% |
| 11% | India Equity | AVG Active PTF | 0% | Amundi IS MSCI India ETF-C EUR | 100% |
| 2% | Europe SC | Berenberg European Micro Cap Fund M | 100% | AVG Passive PTF | 0% |
| 10% | Thematic ACWI | Pictet - Clean Energy Transition P EUR | 100% | AVG Passive PTF | 0% |
| 10% | Europe LC | AVG Active PTF | 0% | Lyxor Core STOXX Europe 600(DR) ETF Acc | 100% |
| 3% | Crypto Infrastructure | WisdomTree Physical Crypto Market | 100% | AVG Passive PTF | 0% |
| 21% | EUR Money Market | BFT Aureus ISR IC | 100% | AVG Passive PTF | 0% |
| 0% | France SMC | Indépendance et Expansion France Smll XC | 100% | AVG Passive PTF | 0% |
| 8% | Asia Ex Japan Equity | Federated Hermes Asia exJpn Eq F GBP Acc | 100% | AVG Passive PTF | 0% |
| 0% | France SMC | Kirao Smallcaps AC | 100% | AVG Passive PTF | 0% |
| 10% | Thematic ACWI | iShares Global Water ETF USD Dist | 100% | AVG Passive PTF | 0% |
| 3% | Europe MC | UBS(Lux)EF Mid Caps Eurp Sust(EUR)I-B | 100% | AVG Passive PTF | 0% |
| 2% | Europe SC | GS Europe Small Cap Equity Fund (NL) P | 100% | AVG Passive PTF | 0% |
| 2% | Japan AC | AVG Active PTF | 0% | Amundi MSCI Japan (DR) ETF | 100% |
| 0% | Ecology | Mirova Europe Environmental Eq M/D EUR | 100% | AVG Passive PTF | 0% |
| 3% | Global LC | JPM Global Rsrch Enh Eq ESG ETF USD Acc | 100% | AVG Passive PTF | 0% |
| 0% | Thematic ACWI | Amundi MSCI New Enrg ESG scrnd ETF Dist | 100% | AVG Passive PTF | 0% |
| 0% | Thematic ACWI | Amundi MSCI Water ESG scrnd ETF Dist | 100% | AVG Passive PTF | 0% |
| 0% | Financial | AVG Active PTF | 0% | Amundi ETF MSCI Europe Banks | 100% |
| 5% | Commo Gold | Invesco Physical Gold ETC EUR Hdg | 100% | AVG Passive PTF | 0% |