Biotechs and small cap stocks

sextant
sextant

Performance

  • +12.5 %
    since 2020-04-29
  • +14.1 %
    1 Year
  • +12.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -20.8 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

In this Wikifolio I would like to select stocks and ETFs from the biotech sector and from smaller companies, which usually not everyone has on their radar. This area of ​​investment is usually very volatile, so large swings in either direction shouldn't be uncommon.
The majority of stocks and ETFs in the Wikifolio should be held for the long term (minimum 6-12 months). A small part (max. 25%) should be available for short-term opportunities and speculations.
Once I find an interesting company, I usually look at the balance sheet, funding, and pipeline, first. Of course, I also look at the chart at different time levels, but the final decision to include the company or ETF in the
wikifolio should usually be based on fundamental data. show more

Master data

Symbol
WF00LUSBIO
Date created
2020-04-29
Index level
High watermark
131.2

Rules

wikifolio labels

Investment Universe

Trader

Lars Ulrich
Registered since 2020-04-29

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis