Megatrends
CFInvestments
Last Login: 2021-10-08
Performance
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+829.3 %since 2012-05-10
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+32.9 %1 Year
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+26.7 %Ø-Performance per year
Risk
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-31.3 %Maximum loss (to date)
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0.76×Risk factor
Trading Idea
The focus is on megatrends.
The portfolio may consist of several stocks, ETFs and funds. The objective is the identification of companies that are increasingly focusing their business strategy on potential future technologies. Another goal is to identify titles that could achieve a large profit growth in the future. The achievement of the highest possible total return to shareholders is to be the main focus. Short term price fluctuations can be used for achieving additional returns (market timing). Investment style is usually Growth. The loss risk is higher than average for growth titles. Conclusion: Great opportunities/high risks. show more
The portfolio may consist of several stocks, ETFs and funds. The objective is the identification of companies that are increasingly focusing their business strategy on potential future technologies. Another goal is to identify titles that could achieve a large profit growth in the future. The achievement of the highest possible total return to shareholders is to be the main focus. Short term price fluctuations can be used for achieving additional returns (market timing). Investment style is usually Growth. The loss risk is higher than average for growth titles. Conclusion: Great opportunities/high risks. show more
This is a non-binding translation of wikifolio.com.
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Master data
|
Symbol
|
WF00FUTURE |
|
Date created
|
2012-05-10 |
| Index level | |
|
High watermark
|
982.8 |