Disruptive sustainability

jannikhaas

Performance

  • -17,6 %
    seit 07.02.2021
  • -
    1 Jahr
  • -
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -29,0 %
    Max Verlust (bisher)
  • 1,08×
    Risiko-Faktor
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Handelsidee

Disruptive sustainability (DISRPT21): disruptive innovation for a sustainable 21st century.

DISRPT21 focuses on innovative companies contributing towards the UN's sustainable development goals (SDGs) for the 21st century. Companies that aim to provide a safer space for humanity and life on earth. Companies that thrive by innovating for sustainability.

The portfolio will focus on the SDGs, including for example sustainable energy, clean water, novel food and education technologies, genomics, with the corresponding enabling technologies (e.g. electric mobility, artificial intelligence, energy storage, virtual reality, 3D printing) and minor holdings from other sectors when these opportunities are too good to be ignored.

PORTFOLIO: I aim to select those assets that (in my opinion) have the qualities to 5x in 5 years. While this is no guarantee, you will need a time horizon of at least 5 years to allow for growth. The selection of these assets is often based on fundamental analysis, such as metrics like the price-to-sales ratio and revenue growth rates. The portfolio aims to contain about 10-50 positions (stocks and ETFs), weighted by conviction. New positions target to be below 20%, while profits are allowed to run.

A small portion can be dedicated to less risky and uncorrelated assets as a reserve for rebalancing after a market dip. These may include infrastructure, gold and silver, new value stocks, and cryptocurrencies (again, as a hedge), or others.

I do not intend to pick companies that (in my opinion) are overvalued. However, note that disruptors usually come at a premium. A typical disruptor presents fast-growing revenues (and low earnings) and often anticipate the price by a couple of years. This holds for most of the great disruptors like Amazon and Tesla.

DISCLAIMER: All aforementioned ideas and numbers accurately describe the portfolio's strategy and intentions, but are subject to modification without prior notice. mehr anzeigen
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Stammdaten

Symbol
WFDISRPT21
Erstellungsdatum
07.02.2021
Indexstand
High Watermark
100,2

Regeln

Auszeichnungen

Anlageuniversum

Trader

Jannik Haas
Mitglied seit 07.02.2021

Entscheidungsfindung

  • Fundamentale Analyse
  • Sonstige Analyse