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Minimum-KGV

Christoph Neher

 | wikiChris

Last Login: 07/08/2024


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+142.2%
since 8/2/2012

+6.5%
Ø-Perf. per year

+18.5%
Performance (1yr)

20.1%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Es sollen Aktien aus verschiedenen Branchen mit einer sehr geringen fundamentalen Bewertung (KGV, KCV, KUV, PEG, EV/EBITDA) gekauft werden bei einem langfristigen Anlagehorizont von teilweise über 10 Jahren. Der Verkauf der Aktie soll grundsätzlich stattfinden, sobald die Aktie aus meiner Sicht nicht mehr fundamental günstig ist und gleichzeitig keine Aussichten darauf bestehen, dass die fundamentale Bewertung in mittelfristiger Zukunft wieder günstig wird. Als Quellen sollen verschiedene Publikationen, Studien und Fundamentalanalysen dienen.

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Master data

Symbol

WF00KGVMIN

Date created

08/02/2012

Index level

-

High watermark

264.4

Investment Universe

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For the composition of the virtual portfolio click here.