Anna Schmitt
anna.schmitt@example.de · Risk: balanced · KYC: complete · DE
Total value
100.000 €
all sleeves
Accounts
2
custody & banking
Positions
5
across all accounts
Currency
EUR
reporting
Portfolio value
Monthly valuations over time
Allocation
Equity Etf
60.000 €60%
Equity Single
30.000 €30%
Bond Government
5.000 €5%
Cash
5.000 €5%
Accounts
Kleinbank
80227a58-fd83-5cf5-9ded-938ca0a2f9f8
EUR
Kleinbank
c5426799-e080-56ec-91e3-da5949efd6b1
EUR
Positions
5 positions
| Symbol | ISIN | Class | Quantity | Market value | Account |
|---|---|---|---|---|---|
| VWCE | IE00BK5BQT80 | Equity Etf | 250 | 50.000 € | Kleinbank |
| AAPL | US0378331005 | Equity Single | 100 | 30.000 € | Kleinbank |
| EXSA | DE0005933931 | Equity Etf | 80 | 10.000 € | Kleinbank |
| CASH | — | Cash | 5.000 | 5.000 € | Kleinbank |
| BUND10Y | DE0001102614 | Bond Government | 50 | 5.000 € | Kleinbank |
Transactions
0 transactions
| Date | Type | ISIN | Quantity | Amount |
|---|---|---|---|---|
| No transactions | ||||
Insurance
5 policies across 4 categories
Household contents
AXA · AXA-HR-3380556
80.000,00 €
Hausratversicherung, München apartment
19,50 €
/ month
Renews
Juni 2026
Renewal due
Supplementary health
Debeka · DBK-KV-6650127
—
no fixed cover
56,00 €
/ month
Renews
Sept. 2026
Active
Occupational disability
Swiss Life · SL-BU-2208841
2.400,00 €
Berufsunfähigkeit, monthly benefit until retirement
89,00 €
/ month
Renews
Nov. 2026
Active
Personal liability
HUK-Coburg · HUK-PHV-9913004
10.000.000,00 €
Privathaftpflicht, single household
6,50 €
/ month
Renews
Jan. 2027
Active
Term life
Allianz Leben · ALZ-LV-4471920
500.000,00 €
Death benefit, level term to 2045
42,00 €
/ month
Renews
März 2027
Active