84 lines
3.2 KiB
XML
84 lines
3.2 KiB
XML
<metal:block use-macro="main_template">
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<div metal:fill-slot="content">
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<div tal:condition="message" tal:content="message" class="alert alert-danger" />
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<div class="row">
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<p>"<i>Investment success depends on asset allocation, diversification, and risk management, not on complexity.</i>" Tweddell and Pierce</p>
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<div class="col-md-6">
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<table id="categories_list" class="table table-condensed table-bordered">
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<thead>
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<tr>
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<th>Classe</th>
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<th class="text-right">% cible</th>
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<th class="text-right">% actuel</th>
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<th class="text-right">Ecart</th>
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<th class="text-right">Valeur</th>
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</tr>
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</thead>
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<tbody>
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<tr tal:repeat="item items">
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<td class="${item.bg_color}">${item.classe}</td>
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<td class="text-right">${item.pc_cible} %</td>
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<td class="text-right">${layout.to_percent(item.pc_atteint,1)}</td>
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<td tal:condition="(item.pc_atteint - item.pc_cible)>=0" class="text-right" style="color: green;">${layout.to_percent(item.pc_atteint - item.pc_cible,1)}</td>
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<td tal:condition="(item.pc_atteint - item.pc_cible) <0" class="text-right" style="color: red;">${layout.to_percent(item.pc_atteint - item.pc_cible,1)}</td>
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<td class="text-right">${layout.to_euro(item.valeur)}</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<div class="row">
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<h3>+ Diversification à coût minimal</h3>
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<p>"<i>Diversification is not determined by the number of securities held.</i>"
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<a href="http://www.etf.com/sections/index-investor-corner" target="_blank">Larry Swedroe</a></p>
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<div class="col-md-8">
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<table id="actifs_list" class="table table-condensed table-bordered">
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<thead>
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<tr>
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<th>Classe</th>
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<th>Libellé</th>
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<th class="text-right">Valeur</th>
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<th class="text-right">+/- Valeur</th>
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<th class="text-right">% de +/-</th>
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<th class="text-right">% PF</th>
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<th class="text-right">TER</th>
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<th class="text-right">Rdt</th>
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</tr>
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</thead>
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<tbody>
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<tr tal:repeat="ligne actifs">
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<td class="${ligne.bg_color}">${ligne.classe}</td>
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<td>${ligne.libelle}</td>
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<td class="text-right">${layout.to_euro(ligne.valeur)}</td>
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<td tal:condition="ligne.plus_value>=0" class="text-right" style="color: green;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.plus_value <0" class="text-right" style="color: red;">${layout.to_euro(ligne.plus_value)}</td>
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<td tal:condition="ligne.pc_plusvalue>=0" class="text-right" style="color: green;">${layout.to_percent(ligne.pc_plusvalue,1)}</td>
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<td tal:condition="ligne.pc_plusvalue <0" class="text-right" style="color: red;">${layout.to_percent(ligne.pc_plusvalue,1)}</td>
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<td class="text-right">${ligne.pc_allocation} %</td>
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<td class="text-right">${layout.to_percent(ligne.ter,2)}</td>
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<td class="text-right">${layout.to_percent(ligne.rdt,1)}</td>
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</tr>
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<tr>
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<td colspan="2"></td>
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<td class="text-right">${layout.to_euro(total_valeur)}</td>
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<td class="text-right">${layout.to_euro(total_pv)}</td>
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<td class="text-right">${layout.to_percent(total_pc_value,1)}</td>
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<td class="text-right">100 %</td>
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<td colspan="2"></td>
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</tr>
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</tbody>
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</table>
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</div>
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<br />
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<br />
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<br />
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</div>
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</div><!-- content -->
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</metal:block>
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