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Global Prime Standard

Tobias Grüner

 | Greeni

Last Login: 08/29/2023


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+84.7%
since 8/22/2020

+12.3%
Ø-Perf. per year

-2.5%
Performance (1yr)

28.3%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

The idea of this wikifolio is to bundle up promising stocks in potential future sectors worldwide. To find potential first-class companies the following markets should be screened: USA, Europa (mostly Switzerland, Germany, France) and China. This wikifolio shall be led actively however the trading activities should remain on a minimum level to realize the chance of 'buy and hold'. The main criteria for the selection and the framework of wikifolio operation could be the following: - diversification through sectors and countries - diversification through the sizes of companies; therefore, a basis of 50% shall be invested in blue chips, remaining part shall be used for realization of good opportunities with small/ mid/ or large caps - diversification should reduce volatility to the systematic level of the reference market in combination with a potential higher chance of return - track record of the company in the past combined with good potential outlooks for the future - high price setting power of the companies - regular updates regarding trading activities and current progress The investment horizon is intended to be mid- to long-term.

Master data

Symbol

WF00PRIME1

Date created

08/22/2020

Index level

-

High watermark

195.5

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.