{"id":59,"date":"2026-04-15T22:03:09","date_gmt":"2026-04-15T20:03:09","guid":{"rendered":"https:\/\/return-insights.com\/?page_id=59"},"modified":"2026-04-16T18:30:11","modified_gmt":"2026-04-16T16:30:11","slug":"ri-index","status":"publish","type":"page","link":"https:\/\/return-insights.com\/","title":{"rendered":"RI-Index"},"content":{"rendered":"\n

Der RI\u2011Indikator<\/strong> ist ein von Return Insights entwickeltes Modell zur systematischen Identifikation vielversprechender Aktien. Auf Grundlage dieses Indikators wird fortlaufend ein Portfolio aus den aussichtsreichsten Titeln zusammengestellt \u2013 der RI\u2011Index<\/strong>.<\/p>\n\n\n\n

Die untenstehende Grafik zeigt die Wertentwicklung eines Sparplans mit monatlich 500\u202fEuro und j\u00e4hrlichen Zuw\u00e4chsen (Dynamik) von 2,00\u202f% \u00fcber die vergangenen zehn Jahre vor Steuern, der in den RI\u2011Index investiert wurde. Zum Vergleich sind die entsprechenden Kapitalentwicklungen von Sparpl\u00e4nen dargestellt, die in den S&P\u202f500<\/strong> bzw. den iShares MSCI World<\/strong> investierten.<\/p>\n\n\n\n

\"\"
Quelle: Eigene Analyse auf Basis von Daten von Yahoo Finance und Federal Reserve Bank of St. Louis<\/figcaption><\/figure>\n\n\n\n

Die Anlagestrategie<\/strong> hat drei S\u00e4ulen:<\/p>\n\n\n\n

    \n
  1. Monatlich werden Zuk\u00e4ufe entsprechend dem RI-Indikator angepasst.<\/li>\n\n\n\n
  2. Aktien, die nicht mehr zu den top-Aktien gem\u00e4\u00df RI-Indikator z\u00e4hlen, werden verkauft.<\/li>\n\n\n\n
  3. Erl\u00f6se werden zusammen mit den monatlichen Sparbetr\u00e4gen auf neue Zuk\u00e4ufe aufgeteilt.<\/li>\n<\/ol>\n\n\n\n

    Die Renditekennzahlen<\/strong> f\u00fcr alle drei Sparpl\u00e4ne in Euro k\u00f6nnen Sie der nachfolgenden Tabelle entnehmen:<\/p>\n\n\n\n

    \"\"
    Quelle: Eigene Analyse auf Basis von Daten von Yahoo Finance und Federal Reserve Bank of St. Louis<\/figcaption><\/figure>\n\n\n\n

    TWR (Time-Weighted Return):<\/strong> Misst die reine Anlageperformance des Portfolios, unabh\u00e4ngig von Zeitpunkt und H\u00f6he der Einzahlungen. Die TWR eignet sich zum Vergleich verschiedener Anlagestrategien, da sie nur die Qualit\u00e4t der Portfolioallokation bewertet \u2013 nicht das Einzahlungsverhalten des Anlegers. Beantwortet die Frage: Wie gut war die Anlagestrategie?<\/p>\n\n\n\n

    IRR (Internal Rate of Return):<\/strong> Die IRR ist derjenige Zinssatz, bei dem der Barwert aller Ein- und Auszahlungen gleich null ist. Sie ber\u00fccksichtigt Zeitpunkt und H\u00f6he jedes Cashflows und spiegelt damit die tats\u00e4chliche Rendite des Anlegers wider \u2013 inklusive Ordergeb\u00fchren. Beantwortet die Frage: Welche Rendite hat der Anleger pers\u00f6nlich erzielt?<\/p>\n\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    Der RI\u2011Indikator ist ein von Return Insights entwickeltes Modell zur systematischen Identifikation vielversprechender Aktien. Auf Grundlage dieses Indikators wird fortlaufend […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-59","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/pages\/59","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/return-insights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=59"}],"version-history":[{"count":6,"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/pages\/59\/revisions"}],"predecessor-version":[{"id":109,"href":"https:\/\/return-insights.com\/index.php?rest_route=\/wp\/v2\/pages\/59\/revisions\/109"}],"wp:attachment":[{"href":"https:\/\/return-insights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}