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

Focus GERMANY

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.

Focus EUROPE

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.

Focus USA

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.

Dividend strategy

At least three percent of the total wikifolio value has been generated from dividend payments (at least five) within the last twelve months.

Trades the entire universe

All securities available on wikifolio.com can be traded in this wikifolio.

Trades leverage products

Leverage products can be traded in this wikifolio.

 

Trading style

actively diversified

In the last six weeks, at least ten different securities were always contained in the wikifolio. None of these ten securities exceeded 20 percent of the total wikifolio value in this period.

Heavy Trader

In the last seven weeks, at least 7 times the total value of the current wikifolio was traded in the wikifolio (buys and sells).

medium to long term

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).

 

Quality characteristics

Rising Star

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%.

Top ten traders

Within the last six months, the wikifolio was among the top ten of the top wikifolio ranking for at least 100 days.

Good communicator

In the last three weeks, at least five comments were published in the wikifolio.

Regular activity

In nine of the last twelve weeks, the wikifolio trader has logged in at least four times a week on wikifolio.com.

Bestseller

Within the last two weeks, the wikifolio certificate belonging to the wikifolio was among the 25 best-selling wikifolio certificates (number of buy orders). In addition, the wikifolio certificate was bought more often than sold.

Loyal investors

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.

Frequently bought

Since the first issuance, there is currently a positive balance of at least 25 plus buy orders between buys and sells in the wikifolio certificate belonging to the wikifolio.

 

Risk/return

High performance

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.

Good money manager

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.

Continuous growth

In 60 percent of the months since the creation 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.