SmallCapGermany

SmallCapGermany
  • +90.9 %
    since 2013-01-26
  • +1.9 %
    1 Year
  • +9.0 %
    Ø-Performance per year
All fees have already been deducted
  • -12.3 %
    Maximum loss (to date)
  • 0.39×
    Risk factor
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Trading Idea

Investment strategy: Value & Growth; both investment styles may offer opportunities in the different market phases. Depending on the market situation, either a value or a growth style will be applied. Furthermore, I always keep an eye on special situations such as takeovers, special dividends, etc.

Investment process: Attempt of continuous market monitoring and analysis of stocks, primarily from the German universe.

In addition to stocks, buying an ETF is possible as well. ETFs are used in particular when opportunities open up in a particular country or region.

Screening is generally carried out according to the following criteria:

1. Valuation of the stock
2. Momentum of the stock
3. Special situations such as takeovers, special dividends, actions by major shareholders or corporate actions
4. Upcoming index changes
5. Chart-technical special situations
6. Country analysis


Holding period of a position: Positions can be taken on in the short to long term. show more
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Master data
Symbol
WF00240571
Date created
2013-01-26
Index level
High watermark
198.4

Rules

wikifolio labels

Investment Universe

Trader

Christian Ingerl
Registered since 2012-12-10

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis

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