Fokusinvest
Letzter Login: 21.11.2020
Performance
-
-8,2 %seit 26.10.2017
-
+20,1 %1 Jahr
-
-2,4 %Ø-Performance pro Jahr
Risiko
-
-45,6 %Max Verlust (bisher)
-
0,64×Risiko-Faktor
Handelsidee
This portfolio invests worldwide. The portfolio is almost 100% invested all the time. The goal is to invest in 8 shares. The shares are only bought if they are 25% below their last high.
The criteria according to which the shares are to be assessed and valued are:
- price / earnings ratio
- enterprisevalue / ebit
- dividend yield
- dividend distribution rate
- price / bookvalue ratio
- Credit rating of Standard and Poor's
- equity ratio
- quality of the business model
- consistency of sales
- how well the equity can be monetized
- number of dividends per year
I myself invest my own money exactly as in this portfolio, so this is also my only wikifolio. The only exception is when I buy a share with my private portfolio that is not tradable on wikifolio. In this case I will hold a monetary position, or choose an alternative stock.
I would be glad if I can help you with my experience and effort. mehr anzeigen
The criteria according to which the shares are to be assessed and valued are:
- price / earnings ratio
- enterprisevalue / ebit
- dividend yield
- dividend distribution rate
- price / bookvalue ratio
- Credit rating of Standard and Poor's
- equity ratio
- quality of the business model
- consistency of sales
- how well the equity can be monetized
- number of dividends per year
I myself invest my own money exactly as in this portfolio, so this is also my only wikifolio. The only exception is when I buy a share with my private portfolio that is not tradable on wikifolio. In this case I will hold a monetary position, or choose an alternative stock.
I would be glad if I can help you with my experience and effort. mehr anzeigen
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Stammdaten
Symbol
|
WFFOKUSINV |
Erstellungsdatum
|
26.10.2017 |
Indexstand | |
High Watermark
|
116,7 |
Regeln
Anlageuniversum
Trader
Mitglied seit 26.10.2017
Entscheidungsfindung
- Technische Analyse
- Fundamentale Analyse
- Sonstige Analyse