Zum Inhalt springen
Registrieren

Potential Value Investing

Donald Bringmann

 | DonaldBringmann

Letzter Login: 24.05.2022


Überblick
Feed
Handelsidee
Portfolio
Kennzahlen
Trades
blank

Du willst Zugang zu allen Infos?

Um das aktuelle Portfolio dieses wikifolios, den wikifolio Chart, alle Kennzahlen und bisherigen Trades zu sehen, registriere dich jetzt – völlig kostenlos.

RegistrierenLog in
+15,7 %
seit 21.09.2020

+4,4 %
Ø-Perf. pro Jahr

+37,0 %
Performance (1 J)

25,6 %
Volatilität (1 J)

0,1
Rendite/Risiko



Portfolio Chart

Details

Merkmale

Feed

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, a war between large economic powers, large changes in long-term non-risk interest rates (e.g. US treasury bonds). *Fee: I'd 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.

Dieser Inhalt ist in der aktuellen Sprache nicht verfügbar.

Stammdaten

Symbol

WF000DBPVI

Erstellungsdatum

21.09.2020

Indexstand

-

High Watermark

115,8

Anlageuniversum

blank

Du willst Zugang zu allen Infos?

Um das aktuelle Portfolio dieses wikifolios, den wikifolio Chart, alle Kennzahlen und bisherigen Trades zu sehen, registriere dich jetzt – völlig kostenlos.

Informationen zur Zusammensetzung des fiktiven Referenzportfolios findest du hier.

Weitere Top wikifolios

Alpha AI Leaders

Christoph Gum

+93,6 %
Ø-Perf. pro Jahr

Value meets Momentum

Thomas Spier

+18,3 %
Ø-Perf. pro Jahr

World's Best Brands

Yves Lienhard

+11,6 %
Ø-Perf. pro Jahr

Healthcare Demography

Arne Briest

+17,4 %
Ø-Perf. pro Jahr

Bigplayer Zukunfttechnologien

Bernhard Derix

+19,1 %
Ø-Perf. pro Jahr

Zinsfuß

Stefan Heizmann

+14,3 %
Ø-Perf. pro Jahr

US Trading

Marcel Doriath

+31,3 %
Ø-Perf. pro Jahr

SmallCap Dividende Plus

Michel Tesmar

+10,8 %
Ø-Perf. pro Jahr

Tradingchancen dt. Nebenwerte

Joachim Köngeter

+7,4 %
Ø-Perf. pro Jahr
Entdecke
  • Aktuelle wikifolios
  • Investmenttrends
  • wikifolio Trader
  • wikifolio Newsletter

+49 (0) 211 247 907 70service@wikifolio.com
AGBImpressumDatenschutzCookie-Erklärung
2024 © wikifolio Financial Technologies AG