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The Smart Investor

murati

Letzter Login: 21.03.2021


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Handelsidee
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+185,2 %
seit 21.03.2014

+10,9 %
Ø-Perf. pro Jahr

+10,8 %
Performance (1 J)

37,8 %
Volatilität (1 J)

0,3
Rendite/Risiko



Portfolio Chart

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Handelsidee

This is a wikifolio that to a major extent will mimic the investments that I do in my personal portfolio. I tend to go long only, although on very rare occasions I might enter a short position as well. The portfolio should contain mainly equities from the US and European Markets, with the occasional use of ETF's if I have cash left and can't find a good candidate for investment. I will stay away from leveraged products. I base my investments predominantly on fundamental analysis, but when necessary also on the future potential of the industry, like the cases with new technological companies where the fundamentals are lacking. I like to keep only a handful of investments at a time, in order to better monitor them, which means the portfolio will be concentrated, but I will re-adjust the holdings if one is to exceed 20% of the portfolio. I conduct a careful analysis before I buy, because I like to hold the companies preferably for more than a year. However, in case the factors I considered when buying change dramatically, I don't hesitate to liquidate that particular position.

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Stammdaten

Symbol

WFSMARTINV

Erstellungsdatum

21.03.2014

Indexstand

-

High Watermark

345,3

Anlageuniversum

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