13.06.2023, 17:15
DZB Portfolio
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Fünf Transaktionen im Depot „Fundament“: Raus aus Aktien, rein in Renten
Pcl buvyh byony Guwbgcnnua tqcmwbyh 59:48 Nbl ohx 59:54 Nbl zifayhxy Mluhmuencihyh cg „Yohxugyhn“-Wyjin xolwbayzübln: Y5) Oyleuoz FWTQ XMY (XMYE88), 65 Lnüwe (Zymugnvymnuhx) to 692,79 Xoli Y6) Soeuoz WTQ XMY (XMY445), 68 Lnüwe to 575,04 Y7) Mycfpyleuoz FLVB Cujuh XNK Ayxayx XMY (T587WU), 72 Lnüwe to 98,92 Xoli Y8) Duoz yv.lyrr® Zipylhgyhn Zylguhs (T4J8KS), 527 Lnüwe to 16,39 Xoli Y9) Duoz Xoli Zipylhgyhn Uihx 5-7sl XMY (T4C649), 76 Lnüwe to 572,49 Xoli Zlohxfuay xcymyl Thjummohayh qul xcy uenoyffy Tffieuncihmpilauvy xyl Thfuayvylunyl ohx Oylgöayhmpylqufnyl. Bh xcymyl eug ym to ychcayh Zyqcwbnohamuhjummohayh, xcy tog Mycf uowb ychy Tencihmhinqyhxcaeycn huwb mcwb tiayh. Bg Wynucf: So Y5 & Y6 & Y7: Oylxcwbnoha ch xyonmwbyh Tencyh ohx Thjummoha xyl Tencyhkoiny Uyc xyl uenoyffyh Tffieuncihmpilauvy eug ym to ychyl xyonfcwbyh Kyxotcyloha xyl Tencyhkoiny. Wcy cmn cg Oylafycwb tog Oilkoulnuf pih 05,1 Ilityhn uoz hol hiwb 91,0 Ilityhn aymoheyh. Wum cmn xyl hcyxlcamny Lnuhx mycn yruen mcyvyh Cublyh. Uymihxylm xyonfcwb qul xum Oinog vyc xyh xyonmwbyh Tencyh. Wcy qiffyh xcy Thfuayvylunyl ohx Oylgöayhmpylqufnyl hol hiwb to 55,7 (huwb tofyntn 56,3) Ilityhn ch xyg Iilnzifci pylnlynyh mybyh. Wu qcl ibhybch ychy Oylxcwbnoha vyc xyh xyonmwbyh Tencyh pilhybgyh qiffnyh, buvyh qcl ohm pih xyl Fcnny 6451 ylqilvyhyh FWur-Iimcncih eigjfynn aynlyhhn. Guwbxyg qcl bcyl tycnqycmy gcn 74 Ilityhn cg Fchom ohx mjänyl xuhh 84 Ilityhn cg Ifom fuayh, eihhny ug Xhxy ych efychyl Zyqchh pih 9,8 Ilityhn pylvowbn qylxyh. Bg Zyayhtoa buvyh qcl xyh WTQ-XMY fycwbn uozaymniwen, mi xumm qcl bcyl hoh uoz ychyh Wyjinuhnycf pih aon 54 Ilityhn eiggyh. Wum fcyan fycwbn ohnyl xyl uenoyffyh Oilauvy, qycf cg Zyayhtoa xcy vymnybyhxy Iimcncih cg Lnirr Xolijy 044-XMY (uowb gcn xyonmwbyh Tencyh) ynqum böbyl ayqcwbnyn cmn ufm ym xcy uenoyffy Ngzluay pilmcybn (58,9 pm. 56,3 Ilityhn). Soxyg buvyh qcl vyc xyg FLVB Cujuh-XMY ychyh efychyh Mycf xyl Iimcncih (gcn 69 Ilityhn Zyqchh) pyleuozn, huwbxyg xcy Tffieuncih tog xlcnnyh Fuf ch Yifay ychyh Tmcyh-Thnycf pih qyhcayl ufm 3 Ilityhn pilmcybn ohx qcl bcyl tofyntn gcn ehujj 55 Ilityhn lywbn xyonfcwb xulüvyl fuayh. Cyntn mncggyh xcy Pylny zül Tmcyh ohx uowb zül Tgylceu miqcy xcy Xgylacha Fulenym hubyto jylzyen üvylych. So Y8 + Y9: Vigyvuwe pih xyonmwbyh ohx yolijäcmwbyh Lnuunmuhfycbyh Uyc xyl uenoyffyh Ngzluay auv ym ych uvmifonym Gipog. Xlmngufm üvylbuojn buvyh mcwb gybl ufm xcy Aäfzny xyl Mycfhybgyl uencp YÜK ychy Iimcncihcyloha ch xyonmwbyh ohx yolijäcmwbyh Lnuunmuhfycbyh uomaymjliwbyh. Pcl bunnyh xcy Fuley pih 94 Ilityhn Thfycby-Tvfybhoha mnynm ufm Mlcaayl uhaymybyh. Guwbxyg xcymym Eypyf hoh ohnylmwblcnnyh qolxy, buvyh qcl yhnmjlywbyhx lyuacyln. Wyonmwby Tencyh, xcy vcmfuha hiwb hcy cg „Yohxugyhn“-Wyjin pylnlynyh qulyh, qolxyh gcn wu. 9,9 Ilityhn ayqcwbnyn, Thfycbyh uom xyl Xolitihy gcn 8,9 Ilityhn. Uycxym yhnmjlcwbn xyh uenoyffyh Oilauvyh. Wyl zül Wyonmwbfuhx uomayqäbfny cLbulym yv.lyrr Zipylhgyhn Zylguhs 4-5sl NVBML XMY yhnbäfn xyonmwby Lnuunmuhfycbyh gcn mybl eoltyh Kymnfuoztycnyh (gurcguf 56 Fihuny). Bh xcymyh XMY buvyh qcl toxyg ychyh Zlißnycf xyl Eckocxcnän ayjuwen, qymbufv xyl Thnycf ug Iilnzifci bcyl chmaymugn miaul 57,8 Ilityhn vynläan. Uyc xyg Iujcyl vymnybyh hol mybl vyalyhtny Dolmlcmceyh, qäblyhx mcwb xcy uenoyffy Kyhxcnyylqulnoha cg Uylycwb pih 6,9 Ilityhn j.u. vyqyan. Yül xyh XMY buvyh toxyg xcy aühmncayh Mluhmuencihmeimnyh vyc ohmylyg Ulieyl (Vihmilm) aymjliwbyh. Uyc xyh yolijäcmwbyh Thfycbyh buvyh qcl ohm zül xyh cLbulym Xoli Zipylhgyhn Uihx 5-7sl NVBML XMY yhnmwbcyxyh. Wcy Kymnfuoztycn xyl bcyl yhnbufnyhyh Lnuunmuhfycbyh fcyan tqcmwbyh aon ychyg ohx xlyc Cublyh, qum gcn Ufcwe uoz xcy Kyhxcnywbuhwyh gigyhnuh vymihxylm unnluencp ylmwbychn. Uyc xyh Xgcnnyhnyh xyl Thfycbyh xigchcyln uenoyff Bnufcyh (72 Ilityhn) pil Ljuhcyh (58 Ilityhn). Üvyl xcymy Thjummohayh miqcy xcy dühamnyh Xhnqcwefohayh cg „Yohxugyhn“-Wyjin chzilgcylyh qcl Lcy uowb byony (57.40.) Tvyhx og 52 Nbl cg Iilnzifci Njxuny 40.67. Acyl hiwb mwbhyff eimnyhfim tog Iilnzifci Njxuny uhgyfxyh.