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This is a quasi-passively managed (long-only) ETF using a rule-based index-methodical and backtested approach. This method is constructed to obtain high CAGR over time. This is achieved by high volatility. 1. Individual stocks are selected as follows: a. Value - the lowest EV/EBITDA stocks also called Aquires Multiple by Carlisle b. Quality - OCF/P c. Growth Factor - F-Score d. Downside Protection - Liquidity or Debt e. Tradeability The individual factors were chosen according to backtested methods in accordance to Tobias Carlisle and my own. The above stated backtested factors might not be suspended, but further added, if a backtested method promises an increase in shareholder value. 2. Balancing Rules: The portfolio is rebalanced monthly using a a. concentrated approach (1/5th equal weight allocation) and b. seasoning effects 3. Sell Rules: Sell Rules are a combination of: a. holding time - max. 12 month and b. absolute momentum, if a rapid price increase in an individual has been experienced
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Stammdaten
WFMAMOMIVA
10.07.2020
-
118,9
Anlageuniversum
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