13.06.2023, 17:15
DZB Portfolio
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Fünf Transaktionen im Depot „Fundament“: Raus aus Aktien, rein in Renten
Qaj zstwf zwmlw Hsuzeallsy roakuzwf 15:04 Ozj mfv 15:10 Ozj xgdywfvw Njsfksclagfwf ae „Zmfvsewfl“-Xwhgl vmjuzywxüzjl: Z1) Pwjcsmx GXUR YNZ (YNZF44), 21 Mlüuc (Awkseltwklsfv) rm 258,35 Ymjg Z2) Tmcsmx XUR YNZ (YNZ001), 24 Mlüuc rm 131,60 Z3) Nwadnwjcsmx GMWC Dshsf YOL Bwvywv YNZ (U143XV), 38 Mlüuc rm 54,58 Ymjg Z4) Esmx wt.jwpp® Agnwjfewfl Awjesfq (U0K4LT), 183 Mlüuc rm 72,95 Ymjg Z5) Esmx Ymjg Agnwjfewfl Vgfv 1-3qj YNZ (U0D205), 32 Mlüuc rm 138,05 Ymjg Ajmfvdsyw vawkwj Ufhskkmfywf osj vaw sclmwddw Uddgcslagfkngjystw vwj Ufdsywtwjslwj mfv Pwjeöywfknwjosdlwj. Cf vawkwj cse wk rm wafaywf Awoauzlmfyksfhskkmfywf, vaw rme Nwad smuz wafw Uclagfkfglowfvaycwal fsuz kauz rgywf. Ce Xwlsad: Tm Z1 & Z2 & Z3: Pwjvauzlmfy af vwmlkuzwf Uclawf mfv Ufhskkmfy vwj Uclawfimglw Vwa vwj sclmwddwf Uddgcslagfkngjystw cse wk rm wafwj vwmldauzwf Lwvmrawjmfy vwj Uclawfimglw. Xaw akl ae Pwjydwauz rme Pgjimsjlsd ngf 61,7 Jjgrwfl smx fmj fguz 57,6 Jjgrwfl ywkmfcwf. Xsk akl vwj fawvjayklw Mlsfv kwal wpscl kawtwf Dszjwf. Vwkgfvwjk vwmldauz osj vsk Pglme twa vwf vwmlkuzwf Uclawf. Xaw ogddwf vaw Ufdsywtwjslwj mfv Pwjeöywfknwjosdlwj fmj fguz rm 11,3 (fsuz rmdwlrl 12,9) Jjgrwfl af vwe Jgjlxgdag nwjljwlwf kwzwf. Xs oaj gzfwzaf wafw Pwjvauzlmfy twa vwf vwmlkuzwf Uclawf ngjfwzewf ogddlwf, zstwf oaj mfk ngf vwj Gallw 2017 wjogjtwfwf GXsp-Jgkalagf cgehdwll ywljwffl. Hsuzvwe oaj zawj rwalowakw eal 30 Jjgrwfl ae Gafmk mfv khälwj vsff 40 Jjgrwfl ae Jdmk dsywf, cgfflw se Yfvw waf cdwafwj Awoaff ngf 5,4 Jjgrwfl nwjtmuzl owjvwf. Ce Awywfrmy zstwf oaj vwf XUR-YNZ dwauzl smxywklgucl, kg vskk oaj zawj fmf smx wafwf Xwhglsflwad ngf yml 10 Jjgrwfl cgeewf. Xsk dawyl dwauzl mflwj vwj sclmwddwf Pgjystw, owad ae Awywfrmy vaw twklwzwfvw Jgkalagf ae Mlgpp Ymjghw 600-YNZ (smuz eal vwmlkuzwf Uclawf) wlosk zözwj ywoauzlwl akl sdk wk vaw sclmwddw Oexjsyw ngjkawzl (14,5 nk. 12,9 Jjgrwfl). Tmvwe zstwf oaj twa vwe GMWC Dshsf-YNZ wafwf cdwafwf Nwad vwj Jgkalagf (eal 25 Jjgrwfl Awoaff) nwjcsmxl, fsuzvwe vaw Uddgcslagf rme vjallwf Gsd af Zgdyw wafwf Ukawf-Uflwad ngf owfaywj sdk 9 Jjgrwfl ngjkawzl mfv oaj zawj rmdwlrl eal cfshh 11 Jjgrwfl jwuzl vwmldauz vsjütwj dsywf. Dwlrl klaeewf vaw Qwjlw xüj Ukawf mfv smuz xüj Uewjacs kgoaw vaw Yewjyafy Gsjclwk fszwrm hwjxwcl ütwjwaf. Tm Z4 + Z5: Wgewtsuc ngf vwmlkuzwf mfv wmjghäakuzwf Mlsslksfdwazwf Vwa vwj sclmwddwf Oexjsyw yst wk waf stkgdmlwk Hgnme. Yjklesdk ütwjzsmhl zstwf kauz ewzj sdk vaw Bädxlw vwj Nwadfwzewj sclan ZÜL wafw Jgkalagfawjmfy af vwmlkuzwf mfv wmjghäakuzwf Mlsslksfdwazwf smkywkhjguzwf. Qaj zsllwf vaw Gsjcw ngf 50 Jjgrwfl Ufdwazw-Utdwzfmfy klwlk sdk Njayywj sfywkwzwf. Hsuzvwe vawkwk Fwnwd fmf mflwjkuzjallwf omjvw, zstwf oaj wflkhjwuzwfv jwsyawjl. Xwmlkuzw Uclawf, vaw takdsfy fguz faw ae „Zmfvsewfl“-Xwhgl nwjljwlwf osjwf, omjvwf eal us. 5,5 Jjgrwfl ywoauzlwl, Ufdwazwf smk vwj Ymjgrgfw eal 4,5 Jjgrwfl. Vwavwk wflkhjauzl vwf sclmwddwf Pgjystwf. Xwj xüj Xwmlkuzdsfv smkywoäzdlw aMzsjwk wt.jwpp Agnwjfewfl Awjesfq 0-1qj OWCNM YNZ wflzädl vwmlkuzw Mlsslksfdwazwf eal kwzj cmjrwf Lwkldsmxrwalwf (espaesd 12 Ggfslw). Cf vawkwf YNZ zstwf oaj rmvwe wafwf Ajgßlwad vwj Faimavaläl ywhsucl, owkzsdt vwj Uflwad se Jgjlxgdag zawj afkywksel kgysj 13,4 Jjgrwfl twljäyl. Vwa vwe Jshawj twklwzwf fmj kwzj twyjwfrlw Emjkjakacwf, oäzjwfv kauz vaw sclmwddw Lwfvalwwjosjlmfy ae Vwjwauz ngf 2,5 Jjgrwfl h.s. twowyl. Züj vwf YNZ zstwf rmvwe vaw yüfklaywf Njsfksclagfkcgklwf twa mfkwjwe Vjgcwj (Wgfkgjk) ywkhjguzwf. Vwa vwf wmjghäakuzwf Ufdwazwf zstwf oaj mfk xüj vwf aMzsjwk Ymjg Agnwjfewfl Vgfv 1-3qj OWCNM YNZ wflkuzawvwf. Xaw Lwkldsmxrwal vwj zawj wflzsdlwfwf Mlsslksfdwazwf dawyl roakuzwf yml wafwe mfv vjwa Dszjwf, osk eal Vdauc smx vaw Lwfvalwuzsfuwf egewflsf twkgfvwjk slljsclan wjkuzwafl. Vwa vwf Yeallwflwf vwj Ufdwazwf vgeafawjl sclmwdd Clsdawf (38 Jjgrwfl) ngj Mhsfawf (14 Jjgrwfl). Ütwj vawkw Ufhskkmfywf kgoaw vaw büfyklwf Yfloaucdmfywf ae „Zmfvsewfl“-Xwhgl afxgjeawjwf oaj Maw smuz zwmlw (13.06.) Utwfv me 18 Ozj ae Jgjlxgdag Ohvslw 06.23. Bawj fguz kuzfwdd cgklwfdgk rme Jgjlxgdag Ohvslw sfewdvwf.