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Trading Idea
Dear ladies and gentlemen, the philosophy of this QUALITY and GROWTH portfolio will follow the following goals and conditions: 1) Consideration in particular fundamental data and additional technical buying signals to buy shares and on a small scale appropriate ETFs 2) Investing period on mid-term view or long-term depending on value and external economic and company specific factors 4) Tracking undervalued quality stocks with decent growth rates in past and future (intrinsic value higher than market cap) 5) Focus on high hit rates and professional money management to reduce costs 6) Diversifying across countries, industries and maturity stage of corresponding corporations 7) Concentrate on shares with market cap >150m and strong leading position in operating industry and competitive business model 8) Review and Rebalancing on daily or weekly basis 9 ) Holding simultaneously max 20 shares to ensure diversification and to focus on few strong companies 10) Sources: Management interviews, annual general meetings, company publications, market publications, media coverage, external and internal analyst reports are considered among other sources to gain information in order to take decisions 11) Min. 25 % p.a.
Master data
WF00JS10AS
05/21/2019
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100.0