The Smart Investor

Performance

  • +276,4 %
    seit 21.03.2014
  • +48,6 %
    1 Jahr
  • +19,3 %
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -46,4 %
    Max Verlust (bisher)
  • 1,19×
    Risiko-Faktor
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Handelsidee

This is a wikifolio that to a major extent will mimic the investments that I do in my personal portfolio.

I tend to go long only, although on very rare occasions I might enter a short position as well. The portfolio should contain mainly equities from the US and European Markets, with the occasional use of ETF's if I have cash left and can't find a good candidate for investment. I will stay away from leveraged products.

I base my investments predominantly on fundamental analysis, but when necessary also on the future potential of the industry, like the cases with new technological companies where the fundamentals are lacking.

I like to keep only a handful of investments at a time, in order to better monitor them, which means the portfolio will be concentrated, but I will re-adjust the holdings if one is to exceed 20% of the portfolio.

I conduct a careful analysis before I buy, because I like to hold the companies preferably for more than a year. However, in case the factors I considered when buying change dramatically, I don't hesitate to liquidate that particular position. mehr anzeigen
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Stammdaten

Symbol
WFSMARTINV
Erstellungsdatum
21.03.2014
Indexstand
High Watermark
380,7

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Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 21.01.2014

Entscheidungsfindung

  • Fundamentale Analyse