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Global Prime Standard

Tobias Grüner

 | Greeni

Last Login: 08/29/2023


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+76.6%
since 8/22/2020

+11.0%
Ø-Perf. per year

-6.2%
Performance (1yr)

28.5%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details
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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

189.7

Investment Universe

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For the composition of the virtual portfolio click here.