The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. The investment universe is set during the emission process and cannot be changed afterwards.

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Stocks DAX

Stocks SDAX

Stocks TECDAX

Stocks Other

Stocks MDAX

Stocks Europe Select

Stocks Dow Jones

Stocks USA Select

Stocks NASDAQ 100 Select

Stocks Hot Stocks

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Stocks Japan Select

Stocks International

ETFs Latin & South America

ETFs emerging markets

ETFs countries Europe

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ETFs other bonds

ETFs world

ETFs raw materials ETCs

ETFs Germany

ETFs other countries

ETFs DAX

ETFs sectors

ETFs EuroStoxx

ETFs Asia

ETFs Europe bonds

ETFs Europe overall

ETFs basic resources

Other ETFs

Funds real estate

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Funds Stocks

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Funds

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Discount certificates

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other investment certificates

Knock-out products

Subscription warrants

other leverage products

Beta shows how sensitively the price of a wikifolio reacts to movements in a reference index.

Volatility measures the intensity of the fluctuation of the daily returns of a wikifolio around their mean value. It is a mathematical quantity (standard deviation) for the risk of an investment.

With the top wikifolio ranking, 13 different criteria are combined to form a comprehensive ranking. This value is calculated once a day.

The liquidation indicator makes wikifolio certificates comparable according to their liquidity.

The highest difference in the respective period between a price low and the previously reached high of the wikifolio. Calculation: (price low x 100 / previously reached high) - 100.

Shows the ratio of performance to volatility and thus the return per unit of risk taken. The two components are annualized.

The ratio of the mean of daily returns to their standard deviation. The higher the Sharpe Ratio, the better the performance over the specified period relative to the risk taken. This value is recalculated once a day.

The Sortino Ratio is a variation of the Sharpe Ratio. Instead of looking at total volatility, it looks only at negative excess returns, i.e. downside risk. The higher the Sortino Ratio, the better the performance in relation to the downside risk taken.

The invested capital corresponds to the value of all currently sold index certificates based on the displayed wikifolio.

Sum of all buy and sell orders within the last 30 days of the displayed wikifolio-certificate.

Day of creation of this wikifolio by the wikifolio trader.

The high watermark highlights the currently highest level of the wikifolio within a calendar year and is used to calculate the performance fee.

The symbol is a short description that is assigned by the wikifolio trader to a wikifolio, consists of alphanumeric characters (A-Z, 0-9), and always starts with WF.

The wikifolio certificate fee is calculated daily pro-rata. Calculations are based on the components of the wikifolio. These are the virtual cash assets and the virtual securites in the wikifolio at daily closing prices of Lang &amp; Schwarz (bid price, ca. 11 p.m.).

The prices shown have been converted and may differ from the actual price to be paid.

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The amount of the respective wikifolio performance fee is proposed by the trader and set by mutual agreement with wikifolio.com and Lang &amp; Schwarz. With classic wikifolios, it amounts to 5–30 percent of the success achieved in the wikifolio and only becomes due upon reaching a new high watermark (new annual high) in the wikifolio. With some portfolio manager wikifolios as well as wikifolios of the trader 'wikifolioAG' it amounts to 0 percent.

In Germany, Austria, and Switzerland, investors can buy wikifolio certificates at the stock exchange. These open-ended index certificates track the performance of a wikifolio 1:1.
 The displayed data is a preview only – additional details for investable wikifolio certificates are available exclusively in the German version of wikifolio.com.

Ein einfaches langfristig orientiertes Portfolio das global in 2 Assetklassen investiert:
Aktien analog des MSCI World
Schwellenlandanleihen analog Emerging Market Bonds

Aktienwerte aus dem MSCI-World stellen die Grundlage des Portfolios dar (ca. 70%)
Angesicht der aktuellen Niedrigzinsphase und der zuletzt guten Performance von Schwellenlandanleihen bieten EM-Bonds eine lukrative Alternative zu klassischen AAA Anleihen (ca. 30%)
Empfehlenswert ist zusätzlich eine Teil risikofreier Geldanlage z.B. mit Tagesgeld oder Festgelkonto zwischen 15 und 20% des Gesamtvermögens (nicht enthalten).

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This wikifolio has reached a new annual high with the price of %PRICEWITHCURRENCY%.

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The wikifolio MSCI World + EM Bonds has existed since 2017 and trades Stocks, ETFs, Funds and Derivatives. Learn more about MSCI World + EM Bonds here!