Quantitative-Growth-Portfolio

Performance

  • -2,1 %
    seit 14.11.2018
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
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Handelsidee

Among the companies with a low PEG level, the quantitative system will pick the 10 stocks with the highest profitability. This is calculated through a ranking system that includes six different metrics: return on investment (ROI), return on assets (ROA), return on equity (ROE), gross profit margin, operating margin, and free cash flow margin.

Leaving the mathematical details aside, the main rationale behind the system is quite straightforward and easy to understand. It begins by looking for companies with low PEG ratios. Once you have a list of companies that are attractively valued in terms of the PEG ratio, it makes sense to pick the most profitable companies from such a universe to build a portfolio. mehr anzeigen
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Stammdaten
Symbol
WF00LB1337
Erstellungsdatum
14.11.2018
Indexstand
High Watermark
101,8

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Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 14.11.2018
Trying to incorporate growth expectations via a Valuation metric such as the PEG ratio into the valuation equation to find truly undervalued growth stocks.

Entscheidungsfindung

  • Fundamentale Analyse

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