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Last Login: 01/11/2025


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+372.4%
since 1/6/2013

+12.7%
Ø-Perf. per year

+3.2%
Performance (1yr)

18.6%
Volatility (1yr)

0.7
Return/Risk



Portfolio chart

Details
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Trading Idea

Es soll in Unternehmen investiert werden, die sich auf die Grundbedürfnisse der Menschen beschränken. Die Auswahl der Aktien soll überwiegend auf fundamentalen Kriterien basieren. Das Risiko soll durch die konservative Einschränkung der Aktien gering gehalten werden. Des Weiteren sollen bei allgemein schlechter Marktlage (Krisen o.ä.), Positionen geschlossen und ausgesessen werden, um das Risiko weiter zu minimieren. Der Anlagehorizont soll dementsprechend langfristig ausgelegt sein. In diesem Wikifolio soll ausschließlich in Aktien investiert werden.

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Master data

Symbol

WF00134517

Date created

01/06/2013

Index level

-

High watermark

491.0

Investment Universe

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For the composition of the virtual portfolio click here.