Trendfolge Strategie 2014

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.