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Holger Huber

 | neologic

Last Login: 04/26/2024


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Trading idea
Portfolio
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+7.1%
since 6/2/2015

+0.8%
Ø-Perf. per year

-5.6%
Performance (1yr)

12.9%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

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Trading Idea

Das Portfolio soll in Deutsche Aktien investieren. Es sollen ausschliesslich Large Caps gekauft werden. Es sollen auch ETFs auf den DAX gehandelt werden. Es soll ein quantitativer Ansatz verfolgt werden der das Ziel hat, bei gleichem Risiko einen höheren Ertrag zu erreichen. Der Benchmark soll der Deutsche Aktien Index (DAX) sein. Das Portfolio soll ein monatliches Rebalancing erfahren. Die Aktienquote kann von 0-100% variieren. Der Anlagehorizont soll langfristig sein.

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Master data

Symbol

WF000DE002

Date created

06/02/2015

Index level

-

High watermark

111.4

Investment Universe

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