| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | 1 | 2 | Local Lang: (sr-latn) | Predecessor | sum seq. | Capital value: | [1 - 20 Mil.] | LONGTERM Plan 5 - 10 y. | 100.00% | ~ | 11.00% | 0.47 | |||||
2 | No | Category Code | Category | Category Allocation | Category Bar | Valid C.Type | ASSET type | Element | Label | Note | Allocation Percentage | Annual Perc. Yield (APY) | Expected Income | Created: | 2025-09-01 | ||
3 | Br | Kod kategorije | (Kategorija) | Alokacija kategorije | Graf kategorije | Valid tip | Imovina tip | Element | Labela | Napomena | Udio alokcije | Godišnja stopa prinosa | Očekivani prihod god. | Updated: | 2026-01-10 | ||
4 | A | B | C | D | E | F | G | H | I | J | K | L | M | Blog: | infopedia.io | ||
5 | No | CategoryCode | Category | CategoryAllocation | CategoryBar | ValidCategoryType | AssetType | Element | Label | Note | AllocationPercentage | AnnualPercentageYield | ExpectedIncome | Author: | borisdj | ||
6 | 1 | A | Cash Equivalents | 4% | TRUE | Cash | BAM | Domestic | 2% | 0.0% | 0.00% | LINKS | |||||
7 | 2 | A | (Novčani ekvivalenti) | TRUE | Savings account | BAM | Domestic | Bank 1 1y | 2% | 2.0% | 0.04% | https://investor.vanguard.com/investor-resources-education/education/model-portfolio-allocation | |||||
8 | 3 | B | Fixed Income | 6% | TRUE | Bonds | RS | Domestic | Debt Securities | 1% | 5.0% | 0.05% | https://smartasset.com/investing/how-to-invest-10-million-dollars | ||||
9 | 4 | B | (Fiksni prihod) | TRUE | Bonds | Germany | Global | 2% | 2.5% | 0.05% | |||||||
10 | 5 | B | TRUE | Micro financing | Micro credit | Domestic | Loan | 1% | 7.0% | 0.07% | |||||||
11 | 6 | B | TRUE | Micro financing | Factoring (SME) | Domestic | 2% | 7.0% | 0.14% | ||||||||
12 | 7 | C | Equity | 50% | TRUE | Stock | Telekom | Domesic | Ownership (Shares) | 2% | 7.0% | 0.14% | |||||
13 | 8 | C | (Kapital) | TRUE | Stock | Nvidia | Global | TechAI | 4% | 14.0% | 0.56% | ||||||
14 | 9 | C | TRUE | Stock | Tesla | Global | TechAI | 4% | 13.0% | 0.52% | |||||||
15 | 10 | C | TRUE | Stock | Microsoft | Global | BlueChip | 5% | 11.0% | 0.55% | |||||||
16 | 11 | C | TRUE | Stock | Global | BlueChip | 5% | 12.0% | 0.60% | ||||||||
17 | 12 | C | TRUE | Fund | SP500 | Global | US Index 500 | 10% | 10.0% | 1.00% | |||||||
18 | 13 | C | TRUE | Fund | MSCI World ex US Fid. | Global | World nonUS | 10% | 11.0% | 1.10% | |||||||
19 | 14 | C | TRUE | Fund | MSCI (ACWI) Fidelity | Global | World Index | 10% | 8.0% | 0.80% | |||||||
20 | 15 | D | Property | 10% | TRUE | REIT | Vanguard ETF | Global | Property-related Equity | 5% | 7.0% | 0.35% | |||||
21 | 16 | D | (Nekretnine) | TRUE | Real Estate | commercial | Global | 5% | 8.0% | 0.40% | |||||||
22 | 17 | E | Commodities | 30% | TRUE | Gold | Physical | 10% | 9.0% | 0.90% | |||||||
23 | 18 | E | (Roba) | TRUE | Bitcoin | FBTC + SelfCustody | Digital | 20% | 21.0% | 4.20% | |||||||
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