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Value Investing and Growth

Sebastian Beck

 | BlackSymmetry

Last Login: 10/09/2026


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+41.2%
since 3/5/2023

+10.0%
Ø-Perf. per year

+30.0%
Performance (1yr)

25.0%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details
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Trading Idea

The wikifolio tries to combine the powerful residual earnings method with technical analysis to identify in my opinion undervalued stocks with strong potential for growth. By analyzing a company's residual earnings, I should be able to determine its true economic profit, while my technical analysis (Indicators) should help me identify favorable entry and exit points. This wikifolio could also invest in Funds and ETFs (including all asset classes like stocks, bonds, real estate and basic ressources etc.) with the goal to provide diversification and mitigate risk. In addition, I conduct overall market research and analysis and try to identify emerging trends and opportunities. The wikifolio aims to outperform the market by investing in companies with in my opinion strong fundamentals (for example P/E and P/B ratios, residual earnings, dividends) and growth potential, while also tries to provide diversification and risk management through investments in Funds and ETFs. The investment horizon of this wikifolio can be short- to mediumterm. The investment universe should be global, with focus on US and Europe.

Master data

Symbol

WF00BW9800

Date created

03/05/2023

Index level

-

High watermark

149.7

Investment Universe

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For the composition of the virtual portfolio click here.