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JW Ausgewogen

Joerg Wenner

 | DefenseCapital

Last Login: 10/30/2023


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Trading idea
Portfolio
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+44.5%
since 10/21/2015

+4.4%
Ø-Perf. per year

+12.4%
Performance (1yr)

6.2%
Volatility (1yr)

0.4
Return/Risk



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Trading Idea

Das Portfolio soll in der Regel langfristig Erträge durch Dividenden, Turn-Around-Aktien und Kurssteigerungen generieren. Es kann grundsätzlich in die Kategorien Aktien, Fonds, ETF und Anlagezertifikate investiert werden. Es soll grundsätzlich die fundamentale Analyse bevorzugt werden.

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Master data

Symbol

WF000JWDEF

Date created

10/21/2015

Index level

-

High watermark

143.7

Investment Universe

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