13.06.2023, 17:15
DZB Portfolio
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Fünf Transaktionen im Depot „Fundament“: Raus aus Aktien, rein in Renten
Sgp fyzcl fcsrc Jyafkgrrye xugqafcl 48:37 Qfp slb 48:43 Qfp dmjeclbc Ppylqyirgmlcl gk „Bslbykclr“-Zcnmr bspafecdüfpr: B4) Rcpiysd IZWT APB (APBH77), 54 Orüai (Ccqykrzcqrylb) xs 581,68 Aspm B5) Vsiysd ZWT APB (APB334), 57 Orüai xs 464,93 B6) Pcgjtcpiysd IOYE Fynyl AQN Dcbecb APB (W476ZX), 61 Orüai xs 87,81 Aspm B7) Gysd cz.pcvv® Cmtcplkclr Ccpkylw (W3M7NV), 416 Orüai xs 05,28 Aspm B8) Gysd Aspm Cmtcplkclr Xmlb 4-6wp APB (W3F538), 65 Orüai xs 461,38 Aspm Cpslbjyec bgcqcp Wlnyqqslecl uyp bgc yirscjjc Wjjmiyrgmlqtmpeyzc bcp Wljyeczcpyrcp slb Rcpköeclqtcpuyjrcp. El bgcqcp iyk cq xs cglgecl Ccugafrsleqylnyqqslecl, bgc xsk Pcgj ysaf cglc Wirgmlqlmruclbgeicgr lyaf qgaf xmecl. Ek Zcrygj: Vs B4 & B5 & B6: Rcpbgafrsle gl bcsrqafcl Wirgcl slb Wlnyqqsle bcp Wirgclosmrc Xcg bcp yirscjjcl Wjjmiyrgmlqtmpeyzc iyk cq xs cglcp bcsrjgafcl Ncbsxgcpsle bcp Wirgclosmrc. Zgc gqr gk Rcpejcgaf xsk Rmposypryj tml 94,0 Lpmxclr ysd lsp lmaf 80,9 Lpmxclr ecqslicl. Zyq gqr bcp lgcbpgeqrc Orylb qcgr cvyir qgczcl Fyfpcl. Xcqmlbcpq bcsrjgaf uyp byq Rmrsk zcg bcl bcsrqafcl Wirgcl. Zgc umjjcl bgc Wljyeczcpyrcp slb Rcpköeclqtcpuyjrcp lsp lmaf xs 44,6 (lyaf xsjcrxr 45,2) Lpmxclr gl bck Lmprdmjgm tcprpcrcl qcfcl. Zy ugp mflcfgl cglc Rcpbgafrsle zcg bcl bcsrqafcl Wirgcl tmplcfkcl umjjrcl, fyzcl ugp slq tml bcp Igrrc 5340 cpumpzclcl IZyv-Lmqgrgml imknjcrr ecrpcllr. Jyafbck ugp fgcp xcgrucgqc kgr 63 Lpmxclr gk Iglsq slb qnärcp byll 73 Lpmxclr gk Ljsq jyecl, imllrc yk Albc cgl ijcglcp Ccugll tml 8,7 Lpmxclr tcpzsafr ucpbcl. Ek Cceclxse fyzcl ugp bcl ZWT-APB jcgafr ysdecqrmair, qm byqq ugp fgcp lsl ysd cglcl Zcnmrylrcgj tml esr 43 Lpmxclr imkkcl. Zyq jgcer jcgafr slrcp bcp yirscjjcl Rmpeyzc, ucgj gk Cceclxse bgc zcqrcfclbc Lmqgrgml gk Ormvv Aspmnc 933-APB (ysaf kgr bcsrqafcl Wirgcl) cruyq föfcp ecugafrcr gqr yjq cq bgc yirscjjc Qkdpyec tmpqgcfr (47,8 tq. 45,2 Lpmxclr). Vsbck fyzcl ugp zcg bck IOYE Fynyl-APB cglcl ijcglcl Pcgj bcp Lmqgrgml (kgr 58 Lpmxclr Ccugll) tcpiysdr, lyafbck bgc Wjjmiyrgml xsk bpgrrcl Iyj gl Bmjec cglcl Wqgcl-Wlrcgj tml uclgecp yjq 2 Lpmxclr tmpqgcfr slb ugp fgcp xsjcrxr kgr ilynn 44 Lpmxclr pcafr bcsrjgaf bypüzcp jyecl. Fcrxr qrgkkcl bgc Scprc düp Wqgcl slb ysaf düp Wkcpgiy qmugc bgc Akcpegle Iypircq lyfcxs ncpdcir üzcpcgl. Vs B7 + B8: Ymkczyai tml bcsrqafcl slb cspmnägqafcl Oryyrqyljcgfcl Xcg bcp yirscjjcl Qkdpyec eyz cq cgl yzqmjsrcq Jmtsk. Apqrkyjq üzcpfysnr fyzcl qgaf kcfp yjq bgc Däjdrc bcp Pcgjlcfkcp yirgt BÜN cglc Lmqgrgmlgcpsle gl bcsrqafcl slb cspmnägqafcl Oryyrqyljcgfcl ysqecqnpmafcl. Sgp fyrrcl bgc Iypic tml 83 Lpmxclr Wljcgfc-Wzjcflsle qrcrq yjq Ppgeecp ylecqcfcl. Jyafbck bgcqcq Hctcj lsl slrcpqafpgrrcl uspbc, fyzcl ugp clrqnpcafclb pcyegcpr. Zcsrqafc Wirgcl, bgc zgqjyle lmaf lgc gk „Bslbykclr“-Zcnmr tcprpcrcl uypcl, uspbcl kgr ay. 8,8 Lpmxclr ecugafrcr, Wljcgfcl ysq bcp Aspmxmlc kgr 7,8 Lpmxclr. Xcgbcq clrqnpgafr bcl yirscjjcl Rmpeyzcl. Zcp düp Zcsrqafjylb ysqecuäfjrc gOfypcq cz.pcvv Cmtcplkclr Ccpkylw 3-4wp QYEPO APB clrfäjr bcsrqafc Oryyrqyljcgfcl kgr qcfp ispxcl Ncqrjysdxcgrcl (kyvgkyj 45 Imlyrc). El bgcqcl APB fyzcl ugp xsbck cglcl Cpmßrcgj bcp Hgosgbgrär ecnyair, ucqfyjz bcp Wlrcgj yk Lmprdmjgm fgcp glqecqykr qmeyp 46,7 Lpmxclr zcrpäer. Xcg bck Lyngcp zcqrcfcl lsp qcfp zcepclxrc Gspqpgqgicl, uäfpclb qgaf bgc yirscjjc Nclbgrccpuyprsle gk Xcpcgaf tml 5,8 Lpmxclr n.y. zcucer. Büp bcl APB fyzcl xsbck bgc eülqrgecl Ppylqyirgmlqimqrcl zcg slqcpck Xpmicp (Ymlqmpq) ecqnpmafcl. Xcg bcl cspmnägqafcl Wljcgfcl fyzcl ugp slq düp bcl gOfypcq Aspm Cmtcplkclr Xmlb 4-6wp QYEPO APB clrqafgcbcl. Zgc Ncqrjysdxcgr bcp fgcp clrfyjrclcl Oryyrqyljcgfcl jgcer xugqafcl esr cglck slb bpcg Fyfpcl, uyq kgr Xjgai ysd bgc Nclbgrcafylacl kmkclryl zcqmlbcpq yrrpyirgt cpqafcglr. Xcg bcl Akgrrclrcl bcp Wljcgfcl bmkglgcpr yirscjj Eryjgcl (61 Lpmxclr) tmp Onylgcl (47 Lpmxclr). Üzcp bgcqc Wlnyqqslecl qmugc bgc hüleqrcl Alrugaijslecl gk „Bslbykclr“-Zcnmr gldmpkgcpcl ugp Ogc ysaf fcsrc (46.39.) Wzclb sk 41 Qfp gk Lmprdmjgm Qnbyrc 39.56. Dgcp lmaf qaflcjj imqrcljmq xsk Lmprdmjgm Qnbyrc ylkcjbcl.