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Bullet loans and mortgages - is it worth paying off the loan in one instalment?

Bullet loans are characterised by the fact that the capital is repaid only at the end of the loan period, while the interest is usually paid periodically. Beauty Flow" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 4.0 License http://creativecommons.org/licenses/by/4.0/

20.02.2024 | 23 | 0
Topic: Mortgage loan

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Compare the performance of funds, ETFs and stocks with PIC and PAC formulas

Within the overview of each product (Funds, ETFs or Shares) the PIC and PAC performance is calculated


Pictet Digital HZ CHF LU2319669193 - Period 12 months

CAPITAL INVESTMENT PLAN ABSOLUTE
PERFORMANCE
ANNUALISED PERFORMANCE
Returns 52,86% 52,86%

The capital investment plan reports the performance of the fund through the investment, in one lump sum, of the capital at the beginning of the period considered. Performance is expressed in Euro currency. See also How are investments divided according to the time horizon?

SAVING PLAN
(13 PAYMENTS)
ABSOLUTE
PERFORMANCE
Portfolio result (Portfolio value - Payouts) 30,48%
Savings Plan Performance 60,54%

The savings plan reports performance through the monthly purchase in constant amounts of the fund. Performance is expressed in Euro currency. See also Regular savings accounts and savings plans: how do they work?

*Returns in euros; the values of 3Y and 5Y are annualized. The values and results are provided by

Our evaluation

Securities portfolio asset allocation February 2024

Securities portfolio asset allocation February 2024

The sum of the securities entered into the portfolios created by investors are updated daily.

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