Potential Value Investing

DonaldBringmann

Performance

  • +9,0 %
    seit 21.09.2020
  • -
    1 Jahr
  • -
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -2,1 %
    Max Verlust (bisher)
  • 0,56×
    Risiko-Faktor
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Handelsidee

Potential Value Investing
This portfolio follows a "concentrated-potential-value-investing-approach". As all investing is value investing, this means that this portfolio is concentrated around a few companies where the expected future value can be significantly higher than the current price. The implication is that the buying price might not be cheap compared to price/book, price/earnings metrics. Usually the companies selected already have assets that I value higher than the market currently does (tangible or intangible assets), usually this is reflected in some kind of moat.

Due to this approach the volatility of the portfolio is expected to be high.

This portfolio does not hedge for unlikely events, e.g., destruction of digital infrastructure, war between large economic powers, large changes in long-term non-risk interest rates (e.g. US treasury bonds).

*Fee: I would prefer to only charge a performance fee with a hurdle rate of 12% and a compounding all-time high-water mark. This is not supported by the platform, I tried to adjust the performance fee accordingly.

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Stammdaten

Symbol
WF000DBPVI
Erstellungsdatum
21.09.2020
Indexstand
High Watermark
111,1

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Auszeichnungen

Anlageuniversum

Trader

Donald Bringmann
Mitglied seit 08.11.2014

Entscheidungsfindung

  • Fundamentale Analyse