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Trading idea
Portfolio
Key figures
Trades

EquityStrategy

Joel7

Last Login: 12/02/2022


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+17.0%
since 04/24/2019

-14.1%
1 Year

+4.3%
Ø-Perf. per year

-35.7%
Max loss

-
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

17%

Before a wikifolio can become investable, the following criteria must be fulfilled:
1,325 / 21 days of test period
1 / 10 Reservations
EUR 500 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

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Trading Idea

Mein Ziel ist es diversifiziert anzulegen. Es sollten verschiedene Branchen und Regionen enthalten sein. Grosse Spekulationen wird es keine geben. Das Ziel ist ein langfristiger Vermögensaufbau. Die Titel im Depot werden eher länger gehalten. Ich werde aber immer wieder Zukäufe oder Verkäufe tätigen.

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Master data

Symbol

WF000WFCR7

Date created

04/24/2019

Index level

-

High watermark

138.1

Investment Universe

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