DACH Dividendenstrategie T

Performance

  • -3,1 %
    seit 24.06.2019
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    Sie wollen Zugang zu allen Infos?
    • Alle Kennzahlen
    • Das aktuelle Portfolio
    • Alle Trades in Echtzeit

Handelsidee

The "roof dividend strategy" product consistently pursues the idea of generating sustained profit growth from high-dividend listed companies within the DACH region (Germany, Austria, Switzerland). The aim is to invest across industries and to search for low-cost stocks that offer positive indicators for the future from a micro- and macroeconomic point of view. With the help of a mix of fundamental and technical analysis, the best possible time for potential investments is determined.

The portfolio has an equity quota of at least 50% to a maximum of 90%. In between, other asset classes such as bonds, funds and ETFs can be used for long-term stabilization. Within the Fund, the reservation of a deviation of the main regions applies when macroeconomic and political changes so require. Investment products and companies that do not make a clear statement on Sustainable Finance are not included in the asset base. There is no capital guarantee and no guarantee of profit growth. Any changes to the dividend policy are the responsibility of the respective companies. The distributed profits are retained in the assets for reinvestment (accumulating).
mehr anzeigen
Dieser Inhalt ist in der aktuellen Sprache nicht verfügbar.
Stammdaten
Symbol
WFDACH0DIT
Erstellungsdatum
24.06.2019
Indexstand
High Watermark
103,1

Regeln

Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 24.06.2019

Entscheidungsfindung

  • Technische Analyse
  • Fundamentale Analyse
  • Sonstige Analyse

Kommentare im wikifolio

Noch keine Kommentare vorhanden