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Caesar Equity Opportunities

Last Login: 10/07/2026


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+48.3%
since 10/26/2023

+13.3%
Ø-Perf. per year

+5.1%
Performance (1yr)

19.9%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

Details
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Trading Idea

This Fonds will be focused on combinding companies who have long term high growth potential with high quality dividend stocks. I will use a bottom-up and top-down approach selecting these Stocks. The growth stocks will be focused on disruptive trends like hydrogen, clean energy, recycling, cryptocurrency, space mining, drones and AI. These growth stocks are carefully selected based on in-depth research, financial analysis, and an understanding of these emerging trends. The dividend stocks will be selected by fundamental analysis using benjamin graham and warren buffets investing styles. These stocks are there to bring stability into the portfolio and the steady cashflow from dividends will be used to aquire new exciting companies. It will be a well diversified portfolio in terms of region and industry. It will usually be pure stocks but I also want to implement ETFs to focus on one region or industry occasionally. As a big student of history I like to see the world with a broader view and not to be distracted by short term sensationalist news cycles. The world looks very uncertain at times but I remain steadfast in my belief that the global economy will continue to expand and transform, and these growth stocks will play a pivotal role in this journey. Like Gaius Julius Caesar wasn´t the first one to march on rome with his legions, he was just the most successful in doing so, it is not always necessary to be the first.

Master data

Symbol

WF000CAMOP

Date created

10/26/2023

Index level

-

High watermark

151.6

Investment Universe

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For the composition of the virtual portfolio click here.