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Trading Idea
50% of the portfolio is invested in high potential technological shares from different segments (solar energy, fintech, IT, biotech, mineral resources mainly, but not exclusively), 20% of the portofolio goes to blue chips shares mainly on US and EU markets and 30% of the portfolio is distributed to emerging markets following high potential shares, which are underperforming due to turbulences of any kind (political, weather, business). The investment strategy focuses on special situations (extraordinary situations), divided into the following categories: 1) Takeover candidates 2) Squeeze-out candidates 3) Special events (court dates, decisions concerning drug approvals, changing legislation, special weather conditions, etc.) 4) Special dividends 5) Special price trends through entry and exit of major shareholders or capital measures 6) Expected profit jumps that have not yet been priced in by the market 7) Revaluations thanks to forthcoming major contracts 8) Revaluations because of incorporation of highly lucrative business parts, reverse takeover, etc. 9) Extreme undervaluations of any equities compared to foreign competitors 10) Particularly stable business models (especially relevant in times of crisis) 11) Upcoming index inclusions 12) Special technical constellations Investment universe: Equities worldwide, focus on US equities, the equity quota can vary between 0 and 100%. Holding period of individual items: a few hours/days up to several months, in specific cases to several years Character: speculative to risk-conscious Goals of the investment strategy: • Excess return compared to the overall market (outperformance) • Positive return independent of the performance of the overall market (absolute return)
Master data
WF00ALIB34
05/31/2017
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120.2