Buenos dias,
Quisiera saber vuestra opinión sobre esta
cartera. Sé que hay mucha tecnología, pero confio en ella. Por el resto he intentado dar más del que tengo actualmente a Asia y Japón, y también dar más peso a fondos globales de calidad como Sailern.
50% Core
| 12,50% | IE00B2NXKW18 | Seilern World Growth EUR U R
| 12,50% | LU0871827464 | Robeco Global Consumer Trends Equities F €
| 10,00% | LU0996179007 | Amundi Index Solutions - Amundi Index S&P 500 AE-C
| 7,50% | IE00B4ZJ4188 | Comgest Growth Europe Opportunities EUR Acc
| 7,50% | LU1378878430 | Morgan Stanley Investment Funds - Asia Opportunity Fund A
10% Complementos
| 7,00% | LU1438969351 | T. Rowe Price Funds SICAV - Global Focused Growth Equity Fund A EUR
| 3,00% | IE00BD1DJ122 | Comgest Growth Japan EUR R Acc
10% Otros
| 4,50% | IE0004766014 | Comgest Growth Europe Smaller Companies EUR Acc
| 0,50% | ES0173130008 | Renta 4
Megatendencias Ariema Hidrogeno Y Energias Sostenibles FI
| 0,50% | LU0823414635 | BNP Paribas Funds Energy TransitionClassic Capitalisation
| 4,50% | LU0415391514 | Bellevue Funds (Lux) BB Adamant Medtech I EUR
30% Tecnologia
| 9,00% | LU0346389348 | Fidelity Funds - Global Technology Fund Y-Acc-EUR
| 9,00% | LU0171310443 | BlackRock Global Funds - World Technology Fund A2 EUR
| 7,50% | IE00B3WJKG14 | iShares S&P 500 Information Technology Sector UCITS
ETF USD (Acc) (EUR)
| 4,50% | LU0302296495 | DNB Fund Technology retail A
x-ray:
https://lt.morningstar.com/j2uwuwirpv/xraypdf/default.aspx?LanguageId=es-ES&CurrencyId=EUR&securityIds=F0000020J5%7CF00000PGG0%7CF00000T7PZ%7CF000005MUA%7CF00000X0M8%7CF00000XIXS%7CF00000Y930%7CF0GBR04M0F%7CF000014S0X%7CF00000PXGZ%7CF0000045T9%7CF000001ATI%7C0P0001FJIH%7C0P000173HL%7CF000000JQ3%7C&marketValues=2790.25%7C2790.25%7C2232.20%7C1674.15%7C1674.15%7C1562.54%7C669.66%7C1004.49%7C111.61%7C111.61%7C1004.49%7C2008.98%7C2008.98%7C1674.15%7C1004.49%7C&typeids=FO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7CFO%7C
Gracias.