Long Profitability

Performance

  • +32,8 %
    seit 11.04.2018
  • +24,9 %
    1 Jahr
  • +11,8 %
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -46,5 %
    Max Verlust (bisher)
  • 0,95×
    Risiko-Faktor
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Handelsidee

This Wikifolio is based on the evaluation of multiple ratios all together to determine a score for long-term profitability of the stock.

This evaluation is based on 9 criteria:
1. Positive ROA;
2. Positive Cash Flow Return on Assets;
3. Change in Return on Assets higher in comparison to last year;
4. Quality of Earnings, determined as the Cash Flow Return on Assets are greater than ROA;
5. Change in gearing lower in comparison to last year;
6. Change in Working Capital (Liquidity) higher than last year;
7. Change in shares in issue lower than last year;
8. Change in Gross Margin is higher than last year;
9. Change in Asset Turnover is higher than last year.

Buying only those companies that scored highest on this 9-point scale, over the last 20 years led to a constant average out-performance over the market.

The portfolio is integrated with valuable and long-term profitable ETFs.
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Stammdaten

Symbol
WFARFALNPR
Erstellungsdatum
11.04.2018
Indexstand
High Watermark
131,9

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Anlageuniversum

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Mitglied seit 07.03.2017