Trendfolge Strategie 2014

Performance

  • +83.4 %
    since 2014-09-02
  • -0.8 %
    1 Year
  • +9.8 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -24.9 %
    Maximum loss (to date)
  • 0.97×
    Risk factor
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Trading Idea

General information and objective of the portfolio:


The portfolio “Trendfolge Strategie 2014” should primarily invest in equities that follow a positive trend.

Particular interest will therefore be given to assets for which rumors of forthcoming acquisitions or other positive news have just become known in the immediate past.

The objective of the portfolio is to participate in an existing upward trend or to take part in a breakout.

Strategy:

In order to realize this, the following three-pillar strategy is to be implemented:

1. Money Management
Profits are basically to be allowed to run indefinitely. Losses are to be consistently limited.
2. Diversification
It is intended to hold several positions in the portfolio in order to achieve a better risk-return ratio.
3. Flexible investment level
Depending on market conditions, it is intended to flexibly adapt the investment level between 0 and 100%.

Investment horizon, orientation and holding period:

The investment horizon of the portfolio is to only extend itself via equities (Germany, Europe, USA, hot stocks, international). The orientation is to be a mixture of defensive, but also speculative assets, depending on what the market situation requires.
The average holding period is to vary. Should an asset develop negatively, the holding period is to be short and the loss is to be consistently minimized.
In case of a positive development, a longer holding period is to be possible in order to maximize any potential gain.

Information sources and decision making:

- The primary source of information is to be information from the Internet, economic news from various media, stock letters and the relevant forums.
- The decision making is generally to take place with the aid of tools of fundamental and technical analysis. show more
This is a non-binding translation of wikifolio.com.
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Master data

Symbol
WF000TFS14
Date created
2014-09-02
Index level
High watermark
201.2

Rules

wikifolio labels

Investment Universe

Trader

Tim-Oliver Fechner
Registered since 2014-08-18

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis