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Dividendenjäger

Last Login: 05/18/2022


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+70.3%
since 7/23/2015

+5.0%
Ø-Perf. per year

+5.9%
Performance (1yr)

8.1%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Es wird angestrebt bei mindestens ca. 60% des Portfolios auf Dividendentitel zu bauen, welche auf eine langjährige (>10 Jahre) Dividendenhistorie zurückblicken. Bis zu ca. 40% können in eher mein Meinung nach spekulative/oportunistische dividendenzahlende Unternehmen investiert werden. Es soll in Aktien, Aktienfonds und ausgewählte ETFs investiert werdem. Handelskriterien: Hauptkriterium soll die Dividendenrendite, wobei auch das KGV und die allg. Marktlage eine Rolle spielen sollen. Der Anlagehorizont soll vorwiegend langfristig sein. Als Informationsquellen sollen diverse Finanzportale im Internet dienen.

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Master data

Symbol

WF00DJ1111

Date created

07/23/2015

Index level

-

High watermark

173.3

Investment Universe

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For the composition of the virtual portfolio click here.