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Aschenputtell

Gerold Dukat

 | pantarhei

Last Login: 05/19/2024


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+168.7%
since 1/5/2015

+11.1%
Ø-Perf. per year

+4.0%
Performance (1yr)

10.9%
Volatility (1yr)

0.6
Return/Risk



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Trading Idea

The decision is made based on current news as well as fundamental analyses. Strategy: - investments are to be made in selected small caps from German-speaking countries, - attention is to be paid to a consistently high diversification here (about 15–20 different titles). - One should not try to time the overall market or control the cash rate based on market expectations. - The portfolio expansion should take place slowly via staggered buys and sells. - Stocks with positive news flow, low valuation and high dividends are to be favored. Goal: An attempt is made to achieve a double-digit return per annum over several years. Loss years are deliberately accepted.

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Master data

Symbol

WFPANTA002

Date created

01/05/2015

Index level

-

High watermark

265.6

Investment Universe

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