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The four A's and more.

Patrick Möller

 | GermanAllCap

Last Login: 10/08/2024


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+30.9%
since 7/26/2018

+4.4%
Ø-Perf. per year

+27.8%
Performance (1yr)

29.3%
Volatility (1yr)

0.1
Return/Risk



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Trading Idea

Schwerpunkt der Anlagestrategie soll auf Investments in global führende Unternehmen - überwiegend Technologiewerte - liegen. Es sollen in diesem wikifolio beispielsweise weltweit agierende Plattform-Unternehmen gehalten werden. Dabei soll ein überwiegend langfristiger Anlagehorizont verfolgt werden. Die Unternehmensauswahl soll überwiegend auf fundamentaler Analyse basieren und hier klassissche Unternehmensbewertungskennzahlen (z.B. DCF, FCF Yield, EV/EBITDA, ROCE) zu Grunde gelegt werden.

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Master data

Symbol

WF000AAAAF

Date created

07/26/2018

Index level

-

High watermark

143.7

Investment Universe

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For the composition of the virtual portfolio click here.

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