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== Grundidee == | == Grundidee == | ||
Die Behauptung von Zen Investor, seine [[Investment-Strategie nach Zen Investor|Strategie]] würde [[Realistische Rendite|10- | Die Behauptung von Zen Investor, seine [[Investment-Strategie nach Zen Investor|Strategie]] würde [[Realistische Rendite|10-20% p.a. auf lange Sicht]] bringen, soll hier empirisch untersucht werden. | ||
Ebenso seine Behauptung bzw. die [[Zitate grosser Investoren#Warren Buffett|Aussage von Warren Buffett]], Diversifikation brauche es nicht. | Ebenso seine Behauptung bzw. die [[Zitate grosser Investoren#Warren Buffett|Aussage von Warren Buffett]], Diversifikation brauche es nicht. | ||
Zeile 23: | Zeile 23: | ||
|- | |- | ||
|31.12.2024 | |31.12.2024 | ||
|11'000 | |style="text-align:right;" |11'000 | ||
|11'500 | |style="text-align:right;" |11'500 | ||
|12'000 | |style="text-align:right;" |12'000 | ||
| | | | ||
|- | |- | ||
|31.12.2025 | |31.12.2025 | ||
|12'100 | |style="text-align:right;" |12'100 | ||
|13'225 | |style="text-align:right;" |13'225 | ||
|14'400 | |style="text-align:right;" |14'400 | ||
| | | | ||
|- | |- | ||
|31.12.2026 | |31.12.2026 | ||
|13'310 | |style="text-align:right;" |13'310 | ||
|15'209 | |style="text-align:right;" |15'209 | ||
|17'280 | |style="text-align:right;" |17'280 | ||
| | | | ||
|- | |- | ||
|31.12.2027 | |31.12.2027 | ||
|14'641 | |style="text-align:right;" |14'641 | ||
|17'490 | |style="text-align:right;" |17'490 | ||
|20'736 | |style="text-align:right;" |20'736 | ||
| | | | ||
|- | |- | ||
|31.12.2028 | |31.12.2028 | ||
|16'105 | |style="text-align:right;" |16'105 | ||
|20'114 | |style="text-align:right;" |20'114 | ||
|24'883 | |style="text-align:right;" |24'883 | ||
| | | | ||
|- | |- | ||
|31.12.2029 | |31.12.2029 | ||
|17'716 | |style="text-align:right;" |17'716 | ||
|23'130 | |style="text-align:right;" |23'130 | ||
|29'860 | |style="text-align:right;" |29'860 | ||
| | | | ||
|- | |- | ||
|31.12.2030 | |31.12.2030 | ||
|19'487 | |style="text-align:right;" |19'487 | ||
|26'600 | |style="text-align:right;" |26'600 | ||
|35'831 | |style="text-align:right;" |35'831 | ||
| | | | ||
|} | |} | ||
Zeile 89: | Zeile 89: | ||
|- | |- | ||
|SPI | |SPI | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
|- | |- | ||
|DAX | |DAX | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
|- | |- | ||
|S&P 500 | |S&P 500 | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
|- | |- | ||
|Euro Stoxx 600 | |Euro Stoxx 600 | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
|} | |} | ||
Zeile 114: | Zeile 114: | ||
| - | | - | ||
| - | | - | ||
| style="text-align:right;" | | | style="text-align:right;" |10'000,00 | ||
| style="text-align:right;" | | | style="text-align:right;" |100% | ||
|- | |- | ||
|HBM Healthcare | |HBM Healthcare | ||
| style="text-align:right;" | | | style="text-align:right;" |0 | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
| style="text-align:right;" | | | style="text-align:right;" |0,00 | ||
| style="text-align:right;" | | | style="text-align:right;" |0,0% | ||
|- | |- | ||
| | |Leonteq | ||
| style="text-align:right;" | | | style="text-align:right;" |0 | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
| style="text-align:right;" | | | style="text-align:right;" |0,00 | ||
| style="text-align:right;" | | | style="text-align:right;" |0,0% | ||
|- | |- | ||
| | | | ||
| | | | ||
| | | | ||
| | | | ||
| | | | ||
|- | |- | ||
!Total | !Total | ||
Zeile 230: | Zeile 230: | ||
|Kauf | |Kauf | ||
|HBM Healthcare | |HBM Healthcare | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
| style="text-align:right;" | | | style="text-align:right;" | | ||
|- | |- | ||
Zeile 241: | Zeile 241: | ||
|- | |- | ||
|XX.XX.2024 | |XX.XX.2024 | ||
| 31.12.2025 | |31.12.2025 | ||
|Kauf | |Kauf | ||
| | | |