Systematic Large Cap EU

The Wikifolio intends to investment into EU Large Cap Securities (including Equities across D-A-CH and Euroland Countries). A systematic screening of the individual securities (internally developed modelling of rule based investments) is the basis for the second layer of the strategy in which a Portfolio Asset Allocation is applied to optimize the Diversification benefits, consider Cash Positions, etc. The internally, forecast free Approach is systematically selecting single Equities that do exhibit opportunities on the up/donwside. Whilst Long opporunities are are applied a second systematic Screening to create a short list or Portfolio positions are short opporunities used to determine Risk reducing Adjustments. The Investment Approach is only investing into Equities and applies a medium term investment approach which will lead to regular adjustments (Week to Month).