Growth EUR
Beatrice Roth
31.7%
Total drift vs IPS target · 4 of 5
nodes outside band
€1.77M total
Allocation vs policy bands
Cash CHF
5.1% / 5% opt
Equities Switzerland
13.3% / 20% min
Equities USA
45.0% / 40% max
Bonds CHF domestic
0.0% / 8% min
Bonds Global
36.6% / 30% max
band (min–max) optimum in band outside band
Run rebalance This book has drifted outside its bands — a rebalance brings it back.
Positions
| Instrument | Asset class | Quantity | Price | Value (EUR) | Weight |
|---|---|---|---|---|---|
Apple Inc. | Equities USA | 2’500 | $210.00 | €486’316 | 27.4% |
German Bund 2.5% 2033 Bundesrepublik Deutschland | Bonds Global | 4’000 | €95.00 | €380’000 | 21.4% |
Microsoft Corp. | Equities USA | 800 | $420.00 | €311’242 | 17.6% |
US Treasury 4.0% 2032 US Treasury | Bonds Global | 3’000 | $97.00 | €269’558 | 15.2% |
Novartis AG | Equities Switzerland | 1’500 | CHF 85.00 | €134’211 | 7.6% |
Roche Holding AG | Equities Switzerland | 400 | CHF 240.00 | €101’053 | 5.7% |
| Cash | Cash | €90’000 | 5.1% |