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This wikifolio contains at least one security that has been suspended from trading for an indefinite period of time and is therefore valued at a discount of up to 100% to ensure the tradability of the associated wikifolio certificate. We have marked which positions are affected for you in the "Portfolio" section.
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OCCASIO_INVESTOR

OccasioTrading

Last Login: 04/14/2020


Overview
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Trading idea
Portfolio
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-4.2%
since 2/20/2019

-0.8%
Ø-Perf. per year

-3.3%
Performance (1yr)

14.0%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

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Trading Idea

>>>> DRAFT <<<< OCCASIO | INVESTOR Handelsidee(n): Antizyklisch, Dividenden-, Value- und Turnaround Strategie Anlageuniversum: Aktien, ETF Kriterien: Durchnittliche Haltedauer: mittel u. langfristig orientiert Entscheidungsfindungsfindung: > Begrenzung(en): - Es soll die 20%-Regel gelten, d.h. dass zum Kaufzeitpunkt Einzelwerte max. 20% des Depotwertes betragen dürfen - Es soll kein Handel mit Aktien stattfinden, deren wesentliche Geschäftsfelder auf Waffen-/ Rüstungsindustrie und -export beruhen. > Liquiditätsquote: variabel (0-100%)

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Master data

Symbol

WF00777222

Date created

02/20/2019

Index level

-

High watermark

95.7

Investment Universe

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For the composition of the virtual portfolio click here.

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