The European platform that connects savers and financial advisors

0
0
0
0

Data provided by Google™ 20-06-2024

Featured financial advisors

Follow uson our social profiles

Follow us on our social profiles

For financial advisors

We have received 2.400 requests for advice, publish your premium profile to receive contacts and acquire new clients

Discover more

News from the MoneyController finance forum

The latest news from listed companies

Check our rankings

MoneyController

/ Si me conoces vota por mí

What is financial planning and to whom can it be useful?

Financial planning is the efficient organisation of one's economic resources with a view to achieving a financial goal, which may range from simply protecting existing assets to accumulating some capital. Beauty Flow" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/

21.06.2024 | 29 | 0
Topic: Financial education

View my webinar

Compare the performance of funds, ETFs and stocks with PIC and PAC formulas

Within the overview of each product (Funds, ETFs or Shares) the PIC and PAC performance is calculated


T. Rowe Price Funds US Blue Chip Equity A10 LU1425414163 - Period 12 months

CAPITAL INVESTMENT PLAN ABSOLUTE
PERFORMANCE
ANNUALISED PERFORMANCE
Returns 42,76% 42,64%

The capital investment plan reports the performance of the fund through the investment, in one lump sum, of the capital at the beginning of the period considered. Performance is expressed in Euro currency. See also How are investments divided according to the time horizon?

SAVING PLAN
(13 PAYMENTS)
ABSOLUTE
PERFORMANCE
Portfolio result (Portfolio value - Payouts) 25,52%
Savings Plan Performance 51,06%

The savings plan reports performance through the monthly purchase in constant amounts of the fund. Performance is expressed in Euro currency. See also Regular savings accounts and savings plans: how do they work?

*Returns in euros; the values of 3Y and 5Y are annualized. The values and results are provided by

Our evaluation

Securities portfolio asset allocation June 2024

Securities portfolio asset allocation June 2024

The sum of the securities entered into the portfolios created by investors are updated daily.

To the report