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Danube Active Allocation

NoemiAyala

Letzter Login: 13.09.2023


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+12,4 %
seit 10.05.2021

+4,1 %
Ø-Perf. pro Jahr

+20,4 %
Performance (1 J)

9,4 %
Volatilität (1 J)

0,3
Rendite/Risiko



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Handelsidee

The wikifolio Danube Active Allocation shall focus mainly on high growth assets of various regions with a targeted focus on sustainable, ethical and social aspects. This can mainly include ETFs and equities. For hedging purposes, investments may also be made in individual investment certificates and leveraged products. The strategic asset allocation shall be based on a bottom-up approach, which starts with exclusion criteria (exceptions possible) and positive criteria (exceptions possible) and then moves to a best-in-class approach (exceptions possible). In particular, the wikifolio can focus on vertical farming, desalination, recycling, water treatment, alternative energy sources- and storage, infrastructure, e-commerce, AI etc. These can be linked to a classic fair value approach (balanced price-earnings ratio [P/E]- therefore fair and partially undervalued companies) as well as general themes, which may become increasingly relevant especially in the future (market maturity as a starting point). Technical analysis (especially moving averages, support and resistance lines) can help to set an adequate entry price. An additional part of the portfolio can be ETFs, which are designed to track the growth of entire markets and are additionally complemented by stocks of sustainable and profitable companies.

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Stammdaten

Symbol

WF00DANUBE

Erstellungsdatum

10.05.2021

Indexstand

-

High Watermark

111,8

Anlageuniversum

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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.

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