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Helveticus

Dieter Haas
Ökonom mit 36-jähriger Erfahrung im Wertschriftenbusiness (Buy-Side-Analyst, Portfolio-Manager für private und institutionelle Kunden, mehrfach preisgekrönter Manager eines Schweizer Aktienfonds, Risikomanager)

Experience in securities trading

Risk class 1:  No experience
Risk class 2:  No experience
Risk class 3:  3 or more years
Risk class 4:  3 or more years
Risk class 5:  3 or more years

All wikifolios of Helveticus

Status: Investable

Edelmetallwerte Plus
Trader: Helveticus
wikifolio-Chart: Edelmetallwerte Plus
Date created 2017-12-05
Performance since creation +74.2 %
Performance 1 month -1.0 %
Maximum loss (to date) -77.1 %
First issuance 2018-04-17
Performance fee 10 %
Symbol WFAUAGPLUS
Invested capital EUR 10,749.41
Heavy trader
Regular activity
Trades leverage products
M&A-Ziele Gold-/Silberminen
Trader: Helveticus
wikifolio-Chart: M&A-Ziele Gold-/Silberminen
Date created 2017-03-24
Performance since creation -50.1 %
Performance 1 month -4.7 %
Maximum loss (to date) -52.4 %
First issuance 2017-05-17
Performance fee 10 %
Symbol WFXAUXAGEW
Invested capital EUR 3,580.24
Regular activity
Helveticus
Trader: Helveticus
wikifolio-Chart: Helveticus
Date created 2017-11-10
Performance since creation -32.7 %
Performance 1 month -5.7 %
Maximum loss (to date) -43.4 %
First issuance 2018-03-12
Performance fee 0 %
Symbol WFHELVETIC
Invested capital EUR 336.34
Regular activity
Trades leverage products
Gold Juniors
Trader: Helveticus
wikifolio-Chart: Gold Juniors
Date created 2017-06-05
Performance since creation -32.5 %
Performance 1 month +4.8 %
Maximum loss (to date) -89.0 %
First issuance 2017-08-01
Performance fee 10 %
Symbol WF0JUNIORS
Invested capital EUR 43.86
Regular activity
GOLD BLUE CHIPS
Trader: Helveticus
wikifolio-Chart: GOLD BLUE CHIPS
Date created 2017-09-22
Performance since creation -7.7 %
Performance 1 month +5.0 %
Maximum loss (to date) -25.8 %
First issuance 2017-12-11
Performance fee 10 %
Symbol WFGOLDBLUE
Invested capital EUR 41.55
Regular activity
Industrial Metals Blue Chips
Trader: Helveticus
wikifolio-Chart: Industrial Metals Blue Chips
Date created 2017-09-30
Performance since creation -13.2 %
Performance 1 month +2.7 %
Maximum loss (to date) -30.9 %
First issuance 2017-12-11
Performance fee 10 %
Symbol WFIMETBLUE
Invested capital EUR 39.08
Dividend strategy
Regular activity
Junior Silber Minenwerte
Trader: Helveticus
wikifolio-Chart: Junior Silber Minenwerte
Date created 2017-02-07
Performance since creation -61.7 %
Performance 1 month +1.6 %
Maximum loss (to date) -65.5 %
First issuance 2017-07-25
Performance fee 10 %
Symbol WFAGJUNIOR
Invested capital EUR 38.32
Regular activity
Gold Small Caps
Trader: Helveticus
wikifolio-Chart: Gold Small Caps
Date created 2017-10-19
Performance since creation -55.3 %
Performance 1 month -2.1 %
Maximum loss (to date) -56.4 %
First issuance 2018-01-19
Performance fee 10 %
Symbol WFOROSMALL
Invested capital EUR 33.50
Regular activity

Status: Closed

ETF-Rohstoffe
Trader: Helveticus
wikifolio-Chart: ETF-Rohstoffe
Date created 2017-01-18
Performance since creation +0.4 %
Performance 1 month -
Maximum loss (to date) -3.8 %
First issuance -
Performance fee 10 %
Symbol WF00COMGLO
Invested capital EUR 0.00
Gold Miners Stars
Trader: Helveticus
wikifolio-Chart: Gold Miners Stars
Date created 2017-04-14
Performance since creation -16.7 %
Performance 1 month -
Maximum loss (to date) -22.7 %
First issuance -
Performance fee 10 %
Symbol WF0MIDTIER
Invested capital EUR 0.00
US Quality Dividend Plays
Trader: Helveticus
wikifolio-Chart: US Quality Dividend Plays
Date created 2017-03-14
Performance since creation -1.1 %
Performance 1 month -
Maximum loss (to date) -3.4 %
First issuance -
Performance fee 10 %
Symbol WF0DOGSDOW
Invested capital EUR 0.00
Europe Hidden Champions
Trader: Helveticus
wikifolio-Chart: Europe Hidden Champions
Date created 2017-04-21
Performance since creation +5.6 %
Performance 1 month -
Maximum loss (to date) -3.0 %
First issuance -
Performance fee 10 %
Symbol WFHCEUROPA
Invested capital EUR 0.00
US Hidden Champions
Trader: Helveticus
wikifolio-Chart: US Hidden Champions
Date created 2017-03-31
Performance since creation -2.0 %
Performance 1 month -
Maximum loss (to date) -2.0 %
First issuance -
Performance fee 10 %
Symbol WFUSHIDDEN
Invested capital EUR 0.00
PM-ZOCKER
Trader: Helveticus
wikifolio-Chart: PM-ZOCKER
Date created 2017-05-19
Performance since creation -8.2 %
Performance 1 month -
Maximum loss (to date) -30.9 %
First issuance -
Performance fee 30 %
Symbol WF0SPELARE
Invested capital EUR 0.00
Trades leverage products
Precious Metals Plus
Trader: Helveticus
wikifolio-Chart: Precious Metals Plus
Date created 2017-10-26
Performance since creation -15.3 %
Performance 1 month -
Maximum loss (to date) -27.4 %
First issuance -
Performance fee 10 %
Symbol WFELECTRUM
Invested capital EUR 0.00
Trades leverage products
Swiss Hidden Champions Defensiv
Trader: Helveticus
wikifolio-Chart: Swiss Hidden Champions Defensiv
Date created 2017-05-12
Performance since creation +0.9 %
Performance 1 month -
Maximum loss (to date) -2.0 %
First issuance -
Performance fee 10 %
Symbol WF0CHDEFHC
Invested capital EUR 0.00
Silber Juniors
Trader: Helveticus
wikifolio-Chart: Silber Juniors
Date created 2017-01-15
Performance since creation +2.3 %
Performance 1 month -
Maximum loss (to date) -8.1 %
First issuance -
Performance fee 10 %
Symbol WF00SILJUN
Invested capital EUR 0.00
Zehn 5+Gold-Bagger
Trader: Helveticus
wikifolio-Chart: Zehn 5+Gold-Bagger
Date created 2017-04-05
Performance since creation +0.7 %
Performance 1 month -
Maximum loss (to date) -3.0 %
First issuance -
Performance fee 10 %
Symbol WF05BAGGER
Invested capital EUR 0.00
Swiss Momentum
Trader: Helveticus
wikifolio-Chart: Swiss Momentum
Date created 2017-03-15
Performance since creation +0.4 %
Performance 1 month -
Maximum loss (to date) -2.2 %
First issuance -
Performance fee 10 %
Symbol WFCHMOMENT
Invested capital EUR 0.00
Small Juniors Gold
Trader: Helveticus
wikifolio-Chart: Small Juniors Gold
Date created 2017-04-07
Performance since creation -2.0 %
Performance 1 month -
Maximum loss (to date) -4.5 %
First issuance -
Performance fee 10 %
Symbol WFXAUSMALL
Invested capital EUR 0.00
Junior Gold Minenwerte
Trader: Helveticus
wikifolio-Chart: Junior Gold Minenwerte
Date created 2017-02-07
Performance since creation -15.3 %
Performance 1 month -
Maximum loss (to date) -25.7 %
First issuance -
Performance fee 10 %
Symbol WFAUJUNIOR
Invested capital EUR 0.00
Trades leverage products
PIMP UP GOLD JUNIORS
Trader: Helveticus
wikifolio-Chart: PIMP UP GOLD JUNIORS
Date created 2017-02-02
Performance since creation +3.0 %
Performance 1 month -
Maximum loss (to date) -4.9 %
First issuance -
Performance fee 10 %
Symbol WF00GOLJUN
Invested capital EUR 0.00
Swiss Low Vol High Return
Trader: Helveticus
wikifolio-Chart: Swiss Low Vol High Return
Date created 2017-03-18
Performance since creation -0.9 %
Performance 1 month -
Maximum loss (to date) -2.5 %
First issuance -
Performance fee 10 %
Symbol WFCHLOWVOL
Invested capital EUR 0.00
Best of GoldStock Juniors
Trader: Helveticus
wikifolio-Chart: Best of GoldStock Juniors
Date created 2017-04-28
Performance since creation -10.0 %
Performance 1 month -
Maximum loss (to date) -11.2 %
First issuance -
Performance fee 10 %
Symbol WF0HOTGOLD
Invested capital EUR 0.00
Swiss Value
Trader: Helveticus
wikifolio-Chart: Swiss Value
Date created 2017-03-20
Performance since creation +1.7 %
Performance 1 month -
Maximum loss (to date) -8.1 %
First issuance 2017-05-15
Performance fee 10 %
Symbol WF0CHVALUE
Invested capital EUR 0.00
SPELARE
Trader: Helveticus
wikifolio-Chart: SPELARE
Date created 2017-06-15
Performance since creation -69.3 %
Performance 1 month -
Maximum loss (to date) -81.3 %
First issuance -
Performance fee 30 %
Symbol WFKOZOCKER
Invested capital EUR 0.00
Trades leverage products
ETF-Edelmetalle Plus
Trader: Helveticus
wikifolio-Chart: ETF-Edelmetalle Plus
Date created 2017-02-07
Performance since creation -9.2 %
Performance 1 month -
Maximum loss (to date) -12.2 %
First issuance -
Performance fee 10 %
Symbol WF00COPLUS
Invested capital EUR 0.00
Trades leverage products
Multi Check World
Trader: Helveticus
wikifolio-Chart: Multi Check World
Date created 2017-04-10
Performance since creation +2.9 %
Performance 1 month -
Maximum loss (to date) -2.8 %
First issuance -
Performance fee 10 %
Symbol WF0LVWORLD
Invested capital EUR 0.00
Swiss Hidden Champions
Trader: Helveticus
wikifolio-Chart: Swiss Hidden Champions
Date created 2017-03-12
Performance since creation +0.2 %
Performance 1 month -
Maximum loss (to date) -9.8 %
First issuance 2017-05-15
Performance fee 10 %
Symbol WF0CHTOP10
Invested capital EUR 0.00
Australian Gold Miners
Trader: Helveticus
wikifolio-Chart: Australian Gold Miners
Date created 2017-04-01
Performance since creation +1.3 %
Performance 1 month -
Maximum loss (to date) -3.0 %
First issuance -
Performance fee 10 %
Symbol WFASXAUJUN
Invested capital EUR 0.00
The invested capital may differ from the actual value due to the conversion of several currencies.

Comments

General comment

Ich setzte derzeit wieder hälftig auf S&P KO-Puts (Strike 2800) sowie KO-Calls auf Gold, Silber sowie Call auf Platin und halte etwas Cash, um allenfalls den S&P KO Put kurzfristig bis nach den Wihnachtstagen mit einem KO-Call (Strike 2575/2610/2630) absichern zu können, sollte dies notwendig sein.

General comment

Aktuell setze ich hälftig auf Gold Call und Put auf den US-Markt. Diesem scheint allmählich die Luft auszugehen. Falls das Fed in seiner Dezember-Sitzung vom 18./19.12. keine Leitzinserhöhung vornehmen sollte, könnte es bis zum Jahresende nochmals eine kleine Rally geben, 2019 dürfte es jedoch für die US-Börse abw$rtsgehen. 

General comment

Ich habe die Liquidität wieder abgebaut durch die Hereinnahme von Pure Gold und Corvus.

General comment

Ich habe Anfang der Woche die Liquidität wieder vollständig abgebaut durch den Ausbau der beiden Positionen im Wikifolio.

General comment

Ich habe heute Agnico Eagle ins Wikifolio aufgenommen. Wegen der Umteilung des Titels in die Kategorie Aktien USA Dow Jones von L&S konnte ich den Titel leider nicht mehr  ins eigentlich passendere Wikifolio Gold Blue Chips aufnehmen. Dem Gold Juniors verleiht der Titel, dafür etwas höhere Stabilität. die Mittel für die Transaktion stammen aus Gewinnmitnahmen bei SSR und Saracen. Mit der Wiedderaufnahme von Harmony anfangs der Woche ist das Wikifolio nun wieder voll investiert.