Finding a wikifolio: The wikifolio labels
- The wikifolio labels
The wikifolio labels
wikifolio labels describe current characteristics of wikifolios and are recalculated daily as a rule. Wikifolios may lose labels or obtain new ones at any time. Below you will find an overview of all available labels and the details regarding their calculation.
Traded securities
In the last twelve weeks, on average at least 60 percent of the total wikifolio value was invested in securities from Germany. Days on which only virtual cash was held were not considered. The number of days on which investments were made must be at least 15. Only published wikifolios can obtain this label.
During the last twelve weeks, at least 60 percent of the wikifolio total value was invested in securities from Europe on average. Days on which only virtual cash was held were not considered. The number of days on which investments were made must be at least 15. Only published wikifolios can obtain this label.
During the last twelve weeks, at least 60 percent of the wikifolio total value was invested in securities from the US on average. Days on which only virtual cash was held were not considered. The number of days on which investments were made must be at least 15. Only published wikifolios can obtain this label.
At least two percent of the total wikifolio value has been generated from dividend payments (at least five) within the last twelve months.
All securities available on wikifolio.com can be traded in this wikifolio.
Leverage products can be traded in this wikifolio.
Trading style
In the last six weeks or since creation, at least ten different securities were always contained in the wikifolio. None of these securities exceeded 20 percent of the total wikifolio value in this period.
In the last seven weeks, at least 7 times the total value of the current wikifolio was traded in the wikifolio (buys and sells).
During the last 24 months, less than the total value of the current wikifolio was traded in the wikifolio, as counted per six-month intervals. The initial building up of the wikifolio is excluded. The minimum period of time for the calculation is 4 months. Example: The wikifolio has been in existence for nine months. In this period, the wikifolio traders would have been allowed to trade 2.5 times the current portfolio volume (1.5 for the 9 months plus 1 for the initial building up of the wikifolio).
Trades can be executed with software support in this wikifolio. Typically, the rule-based reallocations are based on a set of rules that is defined by the trader himself.
Quality characteristics
Only young wikifolios whose first issuance dates back to less than five months ago get this designation. Within these five months, at least 500 wikifolio certificates were bought as part of at least ten orders. The performance since creation must be above 25%.
Within the last six months, the wikifolio was among the top ten of the top wikifolio ranking for at least 100 days.
In the last three weeks, at least five comments were published in the wikifolio.
In nine of the last twelve weeks, the wikifolio trader has logged in at least four times a week on wikifolio.com.
Within the last two weeks, the wikifolio certificate belonging to the wikifolio was among the 50 best-selling wikifolio certificates (number of buy orders). In addition, the wikifolio certificate was bought more often than sold.
Within the last 24 months, at least 15 buy orders were executed for the wikifolio certificate belonging to the wikifolio. The number of sales did not exceed 35 percent in this period – considering all transactions in this wikifolio certificate.
Risk/return
Within the past 12 months, the performance of the wikifolio has been higher than 40 percent. The average monthly performance of the wikifolio has been higher than 4 percent in the last six months, and higher than 8 percent in the last two months. In order to receive this label, a wikifolio needs to be in status "Published" or "Investable" for at least two months.
No open or closed trade in the wikifolio has so far caused a loss greater than 8 percent based on the portfolio size. During the past 6–24 months, the average monthly performance has been above 0.3 percent, and at least 35 sell trades were carried out in the wikifolio. In addition, the maximum loss must not exceed 20 percent.
In 60 percent of the months since the publication of the wikifolio, the wikifolio has achieved a positive performance. The overall performance has averaged at least 1 percent per month. The maximum loss has (so far) never been higher than 12 percent over the entire period under review. The minimum period of time for the calculation is 4 months.