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Klassik und Innovation

Moritz Amrhein

 | Ludwig08

Last Login: 02/23/2023

Overview
Feed
Trading idea
Portfolio
Analysis
Trades
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+86.7%
since 6/24/2019
+9.1%
Ø-Perf. per year
+9.8%
Performance (1yr)
20.1%
Volatility (1yr)
0.4
Return/Risk

Portfolio chart

Details
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Trading Idea

Aus meiner Sicht klassische defensive Werte sollen mit zukunftsorientierten und innovativen Werten kombiniert werden. Somit soll vom Fortschritt profitiert werden und die Rückfälle in schlechten Börsenzeiten nach Möglichkeit reduziert werden. Zum Anlageuniversum gehören Aktien, ETFs, Fonds sowie Anlagezertifikate. Dabei kann grundsätzlich Weltweit investiert werden. Die Positionen sollen großteils langfristig gehalten werden. Die Entscheidungsfindung soll durch die relative Stärke, Global-, Regional- Branchen- und Unternehmensanalysen stattfinden.

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Master data

Symbol

WF000KLUIN

Date created

06/24/2019

Index level

-

High watermark

192.4

Investment Universe

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