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Growth Below 500M

Letzter Login: 12.10.2026


Verschwommenes Liniendiagramm zur Wertentwicklung eines wikifolios als Hintergrund

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+16,4 %
seit 23.04.2024

+5,5 %
Ø-Perf. pro Jahr

+4,3 %
Performance (1 J)

30,0 %
Volatilität (1 J)

0,2
Rendite/Risiko



Portfolio Chart

Details
Verschwommenes Kreisdiagramm zur Verteilung der Aktien nach Sektoren und Ländern als Hintergrund

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Handelsidee

Undervalued and Overlooked Companies 1. Strategy Approach: - Focus on fundamental analysis to identify companies with strong long-term potential. - Purchase small, undervalued companies that are often overlooked by wall street and big institutions but have high growth potential. 2. Analysis Criteria: - Low Price-to-Earnings (P/E) Ratio: Companies that are undervalued relative to their earnings. - Low Debt-to-Equity Ratio: A lower ratio to minimize risk. - Strong Revenue Growth: Companies growing faster than their industry. - High Earnings Growth: Positive earnings dynamics over several years. - Healthy Cash Flow: Companies with solid operating cash flow. 3. Additional Factors: - Experienced Management: Companies with experienced and successful leadership. - Competitive Advantages: Companies with unique selling points or strong brands. 4. Investment Time Frame: - Long-term approach to benefit from growth and valuation increase. 5. Cash Position: - Additionally, I always maintain some percentage of the portfolio in cash. This reserve provides flexibility for new opportunities. 6. My Idol: My investment strategy is inspired by Peter Lynch, who is known for his focus on finding undervalued companies with strong fundamentals. Like Lynch, I aim to identify companies with robust growth potential that the broader market may not yet fully appreciate. However, unlike Lynch, I do not plan to hold thousands of stocks simultaneously. While he managed large portfolios with a high degree of diversification, my approach is to maintain a more concentrated portfolio. This allows me to focus on a smaller number of high-potential companies, providing deeper analysis and closer monitoring.

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Stammdaten

Symbol

WF00GB5MIL

Erstellungsdatum

23.04.2024

Indexstand

-

High-Watermark

125,3

Anlageuniversum

Verschwommene Tabelle mit Portfolio-Positionen und Kennzahlen als Hintergrund

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Informationen zur Zusammensetzung des fiktiven Referenzportfolios findest du hier.