The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. The investment universe is set during the emission process and cannot be changed afterwards.

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Stocks DAX

Stocks SDAX

Stocks TECDAX

Stocks Other

Stocks MDAX

Stocks Europe Select

Stocks Dow Jones

Stocks USA Select

Stocks NASDAQ 100 Select

Stocks Hot Stocks

Stocks Eastern Europe Select

Stocks Japan Select

Stocks International

ETFs Latin & South America

ETFs emerging markets

ETFs countries Europe

ETFs North America

ETFs other bonds

ETFs world

ETFs raw materials ETCs

ETFs Germany

ETFs other countries

ETFs DAX

ETFs sectors

ETFs EuroStoxx

ETFs Asia

ETFs Europe bonds

ETFs Europe overall

ETFs basic resources

Other ETFs

Funds real estate

Funds bonds

Funds Stocks

Funds money market

Funds

Funds mixed

Discount certificates

Bonus certificates

other investment certificates

Knock-out products

Subscription warrants

other leverage products

Alpha indicates the additional return of a wikifolio compared to a benchmark index – a measure of the added value a wikifolio trader achieves through active portfolio management.

Beta shows how sensitively the price of a wikifolio reacts to movements in a reference index.

Volatility measures the intensity of the fluctuation of the daily returns of a wikifolio around their mean value. It is a mathematical quantity (standard deviation) for the risk of an investment.

To make wikifolios more comparable with each other, each published wikifolio receives a score based on 13 different criteria.
According to this score the wikifolios are sorted and are given a place in the wikifolio ranking.

The liquidation indicator makes wikifolio certificates comparable according to their liquidity.

The highest difference in the respective period between a price low and the previously reached high of the wikifolio. Calculation: (price low x 100 / previously reached high) - 100.

Shows the ratio of performance to volatility and thus the return per unit of risk taken. The two components are annualized.

The ratio of the mean of daily returns to their standard deviation. The higher the Sharpe Ratio, the better the performance over the specified period relative to the risk taken. This value is recalculated once a day.

The Sortino Ratio is a variation of the Sharpe Ratio. Instead of looking at total volatility, it looks only at negative excess returns, i.e. downside risk. The higher the Sortino Ratio, the better the performance in relation to the downside risk taken.

The invested capital corresponds to the value of all currently sold index certificates based on the displayed wikifolio.

Sum of all buy and sell orders within the last 30 days of the displayed wikifolio-certificate.

Day of creation of this wikifolio by the wikifolio trader.

The high watermark highlights the currently highest level of the wikifolio within a calendar year and is used to calculate the performance fee.

The symbol is a short description that is assigned by the wikifolio trader to a wikifolio, consists of alphanumeric characters (A-Z, 0-9), and always starts with WF.

Outperformance: This wikifolio has a significant annual alpha of over 3%. 
Alpha is the extra return that cannot be explained by the market and is attributable to the active portfolio management of the wikifolio trader.

More about the calculation

The wikifolio trader has invested at least EUR or CHF 5,000 in the corresponding wikifolio certificate.

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The wikifolio trader makes his decisions for this wikifolio based on fundamental analysis e.g. global analysis.

Holding period: In the last 24 months, less than the current total value of the wikifolio has been traded per six months (excluding the initial creation of new wikifolios).

Awards: The trader is participating in a scientific study conducted by a research institution and supported by wikifolio.

Trading style: In the last six weeks or since its creation, there have always been at least ten different securities in the wikifolio. 

The wikifolio certificate fee is calculated daily pro-rata. Calculations are based on the components of the wikifolio. These are the virtual cash assets and the virtual securites in the wikifolio at daily closing prices of Lang &amp; Schwarz (bid price, ca. 11 p.m.).

The prices shown have been converted and may differ from the actual price to be paid.

Date of the initial offering of the wikifolio index certificate. From the following day on, the certificate may be traded at all banks in Germany.

The ratio shows how the price (mid price) of one certificate relates to the wikifolio’s index level.

The amount of the respective wikifolio performance fee is proposed by the trader and set by mutual agreement with wikifolio.com and Lang &amp; Schwarz. With classic wikifolios, it amounts to 5–30 percent of the success achieved in the wikifolio and only becomes due upon reaching a new high watermark (new annual high) in the wikifolio. With some portfolio manager wikifolios as well as wikifolios of the trader 'wikifolioAG' it amounts to 0 percent.

In Germany, Austria, and Switzerland, investors can buy wikifolio certificates at the stock exchange. These open-ended index certificates track the performance of a wikifolio 1:1.
 The displayed data is a preview only – additional details for investable wikifolio certificates are available exclusively in the German version of wikifolio.com.

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The two strategies should be countercyclical trading and diversification. In order to spread the risk, it is intended to invest in at least 10 different securities at the same time. Additional buys are to be made when prices fall, sells when prices rise. The aim is to primarily invest in large well-known companies around the world. 
The holding period of individual securities may be less than a day, but also a long period of time. In case of profit takings, generally only part of the stocks are to be sold in order to benefit from any further price increases.

Die beiden Strategien sollen antizyklisches Handeln und Diversifikation sein. Um das Risiko zu streuen, soll grundsätzlich in mindestens 10 verschiedene Wertpapiere gleichzeitig zu investiert werden. Zukäufe sollen bei fallenden, Verkäufe bei steigenden Kursen erfolgen. Dabei soll vorwiegend in große, bekannte Unternehmen weltweit investiert werden. 
Die Haltedauer einzelner Wertpapiere kann sowohl zwischen weniger als einem Tag als auch einer langen Zeitdauer betragen. Bei Gewinnmitnahmen sollen grundsätzlich nur Teile der Aktien verkauft werden, um von eventuellen weiteren Kurssteigerungen profitieren zu können.

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This wikifolio has reached a new annual high with the price of %PRICEWITHCURRENCY%.

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The wikifolio Antizyklisch und Diversifiziert has existed since 2013 and trades Stocks. Learn more about Antizyklisch und Diversifiziert here!

Antizyklisch und Diversifiziert

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