Algopick Capital Allocators

Benjamin Billiard

Performance

  • +7,7 %
    seit 16.06.2018
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
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Handelsidee

There shall be only investments in stocks. The general plan would be to invest in 10-15 stocks which from my perspective are excellent capital allocators. Tendencially those should be companies managed by CEOs or families that have a positive long-term investment history. The main factors influencing the investment decision should be value creation, either through acquisition or sale of businesses and organic investments. From my point of view, all those factors should lead to great capital allocation. The wikifolio should be diversified geographically but also by sector. One main aim would be to create a long term track record of value creation by minimizing trading activities, smart stock selections by using the factors mentioned above and by the discount to the Net Asset Value (the higher the discount to the Net Asset Value, the better it is from my perspective) and dividend yield. mehr anzeigen
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Stammdaten
Symbol
WF0CAPALOC
Erstellungsdatum
16.06.2018
Indexstand
High Watermark
107,0

Regeln

Auszeichnungen

Anlageuniversum

Trader

Benjamin Billiard
Mitglied seit 13.08.2017

Entscheidungsfindung

  • Fundamentale Analyse
  • Sonstige Analyse

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