The asset allocation of the securities portfolio for August 2022


The result is the weighted average of all securities (funds and ETFs) that have been included in the portfolios created by MoneyController’s readers in the current month, broken down into corresponding categories.

An effective way to track trends in investor decisions regarding asset placement month after month. Continue reading

Sample portfolio

The portfolio results from the weighted average of all securities (funds and ETFs) that have been included in the portfolios created by MoneyController’s readers in the current month, broken down into corresponding categories. In this way, we get the percentage weighting of each individual macro category, which determines this virtual mega-portfolio’s structure. An effective method that reflects monthly trends in investment decisions.
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Fund category %
Fonds 87.06%
Funds Shares 77.67%
Funds Bonds 6.47%
Funds Flexible 1.30%
Funds Liquidity 1.30%
Funds Hedge 0.32%
ETFs 12.94%
ETF Shares 11.65%
ETF Bonds 1.29%