MonsfortPermanentLight

MonsfortCapital
MonsfortCapital

Performance

  • +2,7 %
    seit 25.09.2019
  • +3,4 %
    1 Jahr
  • +1,5 %
    Ø-Performance pro Jahr
Sämtliche Gebühren bereits abgezogen

Risiko

  • -20,3 %
    Max Verlust (bisher)
  • 0,26×
    Risiko-Faktor
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Handelsidee

Having an immutable asset allocation that continually yields profit seems to be the holy grail of the investment world. The most famous approach is probably that advocated by Harry Browne during the 1970s and 80s. The basic tenets are that the future can not be predicted and that a fixed diversification across asset classes, which should be upheld at all times, protects against unforeseen developments. Browne´s classic allocation calls for 25% in stocks, 25% in gold, 25% in bonds (long-duration bonds) and 25% in cash (short-duration bonds). This allocation is aimed at performing equally well during the four economic conditions of prosperity, inflation, deflation and recession or possible combinations.

„MonsfortPermanentLight“ is based on these assumptions, but will deviate from the set rules, mostly by defining a different allocation approach. It should have four sectors, as follows:

1. STOCKS: managed and passive funds: 30%
2. PRECIOUS METALS: mostly gold, to a lesser extent silver, both through ETCs: 25%
3. BONDS: manged and passive funds, which provide a predominantly global exposure to bonds of various issuers and different durations; the cash position will be considered part of the bond segment: 30%
4. Long VOLATILITY: managed or passive funds: 15%

The investments should be long only with no short positions allowed. Trading can be done at any time; however, once a sector deviates by about 5% or more from the basic allocation quota, a recalibration should be done. Each sector should hold at least one position at all times and up to three at the most. The wikifolio is designed to function with a long-term outlook. Research will be done using generally available sources. mehr anzeigen
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Stammdaten

Symbol
WFMONPERLI
Erstellungsdatum
25.09.2019
Indexstand
High Watermark
102,5

Regeln

Auszeichnungen

Anlageuniversum

Trader

Markus Kalter
Mitglied seit 04.02.2015

Entscheidungsfindung

  • Fundamentale Analyse