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Global Satellite Strategy

PaBru

Last Login: 04/14/2022


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+4.1%
since 03/31/2021

+0.9%
1 Year

+3.1%
Ø-Perf. per year

-11.2%
Max loss

0.27
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

5%

Before a wikifolio can become investable, the following criteria must be fulfilled:
503 / 21 days of test period
1 / 10 Reservations
EUR 100 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

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Trading Idea

This portfolio follows a satellite strategy. The core of the portfolio consists out of ETFs covering the main economic regions and marketplaces to get a broad exposure to the global economy. Core investments follow a passive investment approach with a long-term holding period. To compliment the portfolio and to better profit from changing market conditions or trends, additional stocks or topic specific ETFs will be chosen. Those active investments with variable holding periods function as satellites circling around the core portfolio. A ratio of 75% (Core), 20% (Satellite) and 5% Cash will be maintained. The goal of this portfolio is to achieve long term growth with a slightly increased market risk to achieve higher returns than a strictly passive portfolio. Pursued final portfolio distribution: 50% MSCI World 10% MSCI Emerging Markets (Excl. China) 8% MSCI China 3.59% X-TR Dax (5% incl. MSCI World) 3.5% MSCI India (5% incl. MSCI Emerging Markets) 20% Satelite investments 5% Cash

Master data

Symbol

WF000GSAST

Date created

03/31/2021

Index level

-

High watermark

106.9

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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