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Foreign Equity Value

Alexander Keilholz

 | AxelKhlz

Last Login: 05/01/2024


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Trading idea
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+15.6%
since 3/13/2023

+13.6%
Ø-Perf. per year

+15.5%
Performance (1yr)

-
Volatility (1yr)

0.7
Return/Risk



Portfolio chart

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Trading Idea

Das Thema dieses Wikifolios ist "keine US-Aktien"/alternative Assets im Ausland. Ziel dabei ist - eine gute Beimischung zu bestehenden ETFs und Portfolios zu schaffen - den hohen Anteil an US-Aktien zu kompensieren. Die Investment-Ideen werden mit Aktien und ETFs abgebildet. Zur Beimischung sind Value und Dividenenden-Aktien aus Dritt-Länderns vorgesenen: Australien, Skandinavien, Südamerika, Asien. Die Faktoren Size & Value; in Fremdwährungen: stehen im Vordergrund. Rohstoffe und alternative Assets dienen als Beimischung. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

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Master data

Symbol

WF000FVEEE

Date created

03/13/2023

Index level

-

High watermark

115.4

Investment Universe

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