ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
TickerHuidige koersMuntNaam
2
SUSW13,96EUR
iShares MSCI World SRI UCITS ETF EUR (Acc)
3
epa:EMIM46,63EUR
iShares Core MSCI EM IMI UCITS ETF USD Acc
4
XREA#N/A#N/A#N/A
5
PHYS30,87USD
Sprott Physical Gold Trust
6
7
DatumTracker BeginkoersEindkoersEvaluatieDatumSUSWEMIMXREAPHYS(EUR)Triple momentumDatumSUSWEMIMXREAPHYS(EUR)
Triple momentum
8
01-01-2020SUSW100100/01-01-20206,7227,467,2710,9310001-01-2020100100100100100
9
31-01-2020SUSW10099,85naar PHYS31-01-20206,7125,6268,4411,4899,8531-01-202099,8511904893,50364964101,7392597105,03202299,85
10
28-02-2020PHYS99,8598,55PHYS28-02-20206,224,4567,2711,3498,5528-02-202092,2619047689,23357664100103,751143698,55
11
30-03-2020PHYS98,5596,51PHYS30-03-20205,6120,3449,1911,196,5130-03-202083,4821428674,2335766473,12323473101,555352296,51
12
30-04-2020PHYS96,51108,93PHYS30-04-20206,1722,6751,8212,53108,930-04-202091,8154761982,7372262877,03285268114,6386093108,9
13
30-05-2020PHYS108,93109,69XREA30-05-20206,4423,1255,7812,54109,6930-05-202095,8333333384,3795620482,91957782114,7301006109,69
14
30-06-2020XREA109,69105,17EMIM30-06-20206,4824,0453,4812,69105,1730-06-202096,4285714387,7372262879,50052029116,1024703105,17
15
30-07-2020EMIM105,17108,84EMIM31-07-20206,5224,8853,8913,07108,8431-07-202097,0238095290,8029197180,11000446119,57914108,84
16
30-08-2020EMIM108,84110,11SUSW31-08-20206,925,1754,9313,09110,1231-08-2020102,678571491,8613138781,65601308119,7621226110,12
17
30-09-2020SUSW110,11109,64EMIM30-09-20206,8725,4955,212,8109,6430-09-2020102,232142993,0291970882,0573807117,1088747109,64
18
30-10-2020EMIM109,64111,45EMIM30-10-20206,6625,9152,3112,82111,4530-10-202099,1071428694,562043877,76126059117,2918573111,45
19
30-11-2020EMIM111,45119,88XREA30-11-20207,2427,8759,8511,57119,8830-11-2020107,7380952101,715328588,9698231105,8554437119,88
20
30-12-2020XREA119,88124,23PHYS/XREA30-12-20207,3728,7762,0212,04124,230-12-2020109,67261910592,19562955110,1555352124,2
21
22
23
SUSWepa:EMIMXREAPHYSHist wisselkoersPHYS EUROEvaluatie aan maandbegin
24
DateCloseDateClose#N/ADateClose
25
Jaarbegin 20202-1-2020 16:30:006,722-1-2020 17:40:0027,42-1-2020 16:00:0012,280,8910,93
26
DateCloseDateClose#N/ADateClose
27
31-01-202031-1-2020 16:30:006,7131-1-2020 17:40:0025,6231-1-2020 16:00:0012,760,911,484
28
%verschil tov beginkoers-0,15-6,50#DIV/0!5,08PHYS presteert best -> switch naar PHYS
29
tussenstand januari99,85
30
DateCloseDateClose#N/ADateClose
31
28-02-202028-2-2020 16:30:006,228-2-2020 17:40:0024,4528-2-2020 16:00:0012,540,90411,33616
32
%tov begin maand-7,60-4,57#DIV/0!-1,75-1,30PHYS blijft beste activaklasse, ondanks negatief rendement
33
tussenstand februari98,55
34
DateCloseDateClose#N/ADateClose
35
30-03-202030-3-2020 16:30:005,6130-3-2020 17:40:0020,342-1-2020 16:00:0012,280,90411,10112
36
%tov begin maand-9,52-16,81#DIV/0!-2,07PHYS blijft beste activaklasse, ondanks negatief rendement
37
tussenstand maart96,510015
38
DateCloseDateClose#N/ADateClose
39
30-04-202030-4-2020 16:30:006,1730-4-2020 17:40:0022,6730-4-2020 16:00:0013,750,911312,53
40
%tov begin maand9,9811,46#DIV/0!12,87PHYS presteert best
41
tussenstand april108,93
42
DateCloseDateClose#N/ADateClose
43
30-05-20201-6-2020 16:30:006,441-6-2020 17:40:0023,121-6-2020 16:00:0013,970,89812,54
44
%tov begin maand4,381,99#DIV/0!0,07XREA presteert beter dan PHYS en andere trackers -> Switch naar XREA
45
tussenstand mei109,69
46
DateCloseDateClose#N/ADateClose
47
30-06-202030-6-2020 16:30:006,4830-6-2020 17:40:0024,0430-6-2020 16:00:0014,310,88712,69297
48
%tov begin maand0,623,98#DIV/0!1,22EMIM presteert beter dan XREA en de overige trackers -> switch naar EMIM
49
tussenstand juni105,174
50
30-07-2020DateCloseDateClose#N/ADateClose
51
30-7-2020 16:30:006,5230-7-2020 17:40:0024,8830-7-2020 16:00:0015,570,839613,072572
52
%tov begin maand0,623,49#DIV/0!2,99EMIM blijft best presteren
53
tussenstand juli108,84
54
31-08-2020DateCloseDateClose#N/ADateClose
55
1-9-2020 16:30:006,931-8-2020 17:40:0025,1731-8-2020 16:00:0015,660,835613,085496
56
%tov begin maand5,831,17#DIV/0!0,10SUSW doet beter dan EMIM, switch naar SUSW
57
tussenstand augustus110,1180573
58
30-09-2020DateCloseDateClose#N/ADateClose
59
30-9-2020 16:30:006,8730-9-2020 17:40:0025,4930-9-2020 16:00:0015,050,850612,80153
60
%tov begin maand-0,431,27#DIV/0!-2,17EMIM doet beter dan SUSW -> switch naar EMIM
61
tussenstand september
109,64
62
30-10-2020DateCloseDateClose#N/ADateClose
63
30-10-2020 16:30:006,6630-10-2020 17:40:0025,9130-10-2020 16:00:0015,010,854312,823043
64
%tov begin maand-3,061,65#DIV/0!0,17EMIM blijft best presteren
65
tussenstand oktober111,45
66
30-11-2020DateCloseDateClose#N/ADateClose
67
30-11-2020 16:30:007,2430-11-2020 17:40:0027,8730-11-2020 16:00:0013,890,83311,57037
68
tussenstand november
8,717,56#DIV/0!-9,77XREA presteert best- switch XREA
69
%tov begin maand119,88
70
29-12-2020DateCloseDateClose#N/ADateClose
71
29-12-2020 16:30:007,3729-12-2020 17:40:0028,7729-12-2020 16:00:0014,790,814512,046455
72
%tov begin maand1,803,23#DIV/0!6,484,11XREA doet quasi even goed als PHYS - verandering hangt af van de veranderingskost
73
eindstand december124,23
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
12 transacties
94
95
96
97
98
99
100