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ReValInvest

Tobias Bauer
Seit 2010 in der Zinsbuchsteuerung einer Baden-Württembergischen Bank tätig. Verantwortlich für das Depot A (festverzl. Wertpapiere) CIIA Abschluss 2014.

Experience in securities trading

Risk class 1:  3 or more years
Risk class 2:  3 or more years
Risk class 3:  3 or more years
Risk class 4:  3 or more years
Risk class 5:  3 or more years

All wikifolios of ReValInvest

Status: Investable

Allocation Balanced
Trader: ReValInvest
wikifolio-Chart: Allocation Balanced
Date created 2014-08-29
Performance since creation +20.6 %
Performance 1 month -1.1 %
Maximum loss (to date) -10.9 %
First issuance 2015-07-06
Performance fee 5 %
Symbol WF0PFALLOB
Invested capital EUR 3,015.63
Medium to long term

Status: Published

Allocation Defensive
Trader: ReValInvest
wikifolio-Chart: Allocation Defensive
Date created 2015-08-28
Performance since creation +5.0 %
Performance 1 month -1.2 %
Maximum loss (to date) -4.1 %
First issuance -
Performance fee 5 %
Symbol WF0PFALLOD
Reservations 6
Medium to long term

Status: Closed

Multi Asset Aggressive
Trader: ReValInvest
wikifolio-Chart: Multi Asset Aggressive
Date created 2014-08-29
Performance since creation +1.2 %
Performance 1 month -
Maximum loss (to date) -10.9 %
First issuance -
Performance fee 5 %
Symbol WFMAAG0814
Invested capital EUR 0.00
TF Trading
Trader: ReValInvest
wikifolio-Chart: TF Trading
Date created 2015-07-17
Performance since creation -5.1 %
Performance 1 month -
Maximum loss (to date) -8.8 %
First issuance -
Performance fee 15 %
Symbol WF00TFTRAD
Invested capital EUR 0.00
The invested capital may differ from the actual value due to the conversion of several currencies.

Comments

General comment
Kurs per 05/10/2017: 118,17 || Performance YTD: -0,96% || Annualisierte Vola: 6,71 || VaR 99%, 10T Haltedauer: 3,94% || jährliche Rendite seit Auflegung (29.08.2014): 5,52%
General comment
Kurs per 21/04/2017: 125,10 || Performance YTD: 2,35% || Annualisierte Vola: 7,04 || VaR 99%, 10T Haltedauer: 3,98% || jährliche Rendite seit Auflegung (29.08.2014): 8,83%
General comment
Kurs per 24/03/2017: 105,44 || Performance YTD: 0,26% || Annualisierte Vola: 3,95 || VaR 99%, 10T Haltedauer: 1,66% || jährliche Rendite seit Auflegung (28.08.2015): 3,43%
General comment
Kurs per 24/03/2017: 123,29 || Performance YTD: 0,87% || Annualisierte Vola: 7,09 || VaR 99%, 10T Haltedauer: 3,98% || jährliche Rendite seit Auflegung (29.08.2014): 8,49%
General comment
Kurs per 13/03/2017: 122,44 || Performance YTD: 0,17% || Annualisierte Vola: 7,27 || VaR 99%, 10T Haltedauer: 4,02% || jährliche Rendite seit Auflegung (29.08.2014): 8,32%