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I have noticed that there are rarely if any ETFs taking into account quality and growth factors. Therefore, I gathered knowledge from literature, data sources and created a tool for analysis to identify high quality companies with a long growth history. After filtering from a vast majority of stocks, only few stocks remain of which again only highly rated will be bought here. The strategy of this wikifolio is buy and long hold of quality growth companies that have proven a long history (usually at least 10 years) of consistent growth in stock value. The companies are likely to have a rather high market cap, have low debt, low payout ratio and good values in Free Cash Flow CAGR, Free Cash Flow Yield, Free Cash Flow Margin and Free Cash Flow Return on Capital. Also, FCF Linearity is quite high, i.e. growth over timeline has proven itself. Also, an economic moat should be existant. The goal is that the companies are not too capital intense in order to achieve growth. Capital having to be invested should mainly come from own free cash flow and rather not from debt, making them less impacted by increase in interest rates. The debt that is there should be covered by a high interest coverage rate. Rather Cyclical industries are mainly being avoided. Please note that there will not be extensive tradings for this strategy as consolidation and growth is the key here. In order to use free cash/ to stabilize the portfolio, S&P 500 ETF or similar growth-relevant ETFs may be added to the portfolio. However, it is not the goal to let them have majority in the portfolio. Please note that for the necessary evaluations, a vast mass of data is necessary. That is why mass data is taken from a provider. Mistakes in data may happen - though some are doublechecked manually.
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Stammdaten
WFQLYGRWTH
06.03.2024
-
103,3
Anlageuniversum
Du willst Zugang zu allen Infos?
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.