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PK-Strategie

Peter Koßmann

 | PK0101

Last Login: 01/22/2018


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Trading idea
Portfolio
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+107.0%
since 9/29/2016

+10.1%
Ø-Perf. per year

+8.6%
Performance (1yr)

18.4%
Volatility (1yr)

0.4
Return/Risk



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Trading Idea

Jedes Unternehmen (Aktie) soll genauestens auf sein Geschäftsmodell geprüft und hinsichtlich seiner Zukunftsfähigkeit bewertet werden. ETFs sollen Schwankungen der Einzelinvestments kompensieren. Als Beimischung können Fonds, Anlagezertifikate und Hebelprodukte verwendet werden. Immobilien-, Renten-, Geldmarkt-, Rohstoff- und Bondswerte sollen ebenfalls in Betracht kommen. Die Investments sollen langfristig angelegt sein und sollen den MSCI World um ca. 10% p.a. schlagen. Die Entscheidungsfindung soll mittels Fundamentalanalyse stattfinden.

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Master data

Symbol

WF001986PK

Date created

09/29/2016

Index level

-

High watermark

216.4

Investment Universe

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