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Growth Below 500M

Last Login: 10/12/2026


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+15.1%
since 4/23/2024

+6.3%
Ø-Perf. per year

+3.7%
Performance (1yr)

29.9%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

Details
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Trading Idea

Undervalued and Overlooked Companies 1. Strategy Approach: - Focus on fundamental analysis to identify companies with strong long-term potential. - Purchase small, undervalued companies that are often overlooked by wall street and big institutions but have high growth potential. 2. Analysis Criteria: - Low Price-to-Earnings (P/E) Ratio: Companies that are undervalued relative to their earnings. - Low Debt-to-Equity Ratio: A lower ratio to minimize risk. - Strong Revenue Growth: Companies growing faster than their industry. - High Earnings Growth: Positive earnings dynamics over several years. - Healthy Cash Flow: Companies with solid operating cash flow. 3. Additional Factors: - Experienced Management: Companies with experienced and successful leadership. - Competitive Advantages: Companies with unique selling points or strong brands. 4. Investment Time Frame: - Long-term approach to benefit from growth and valuation increase. 5. Cash Position: - Additionally, I always maintain some percentage of the portfolio in cash. This reserve provides flexibility for new opportunities. 6. My Idol: My investment strategy is inspired by Peter Lynch, who is known for his focus on finding undervalued companies with strong fundamentals. Like Lynch, I aim to identify companies with robust growth potential that the broader market may not yet fully appreciate. However, unlike Lynch, I do not plan to hold thousands of stocks simultaneously. While he managed large portfolios with a high degree of diversification, my approach is to maintain a more concentrated portfolio. This allows me to focus on a smaller number of high-potential companies, providing deeper analysis and closer monitoring.

Master data

Symbol

WF00GB5MIL

Date created

04/23/2024

Index level

-

High watermark

125.3

Investment Universe

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For the composition of the virtual portfolio click here.