Global Prime Standard
Greeni
Last Login: 2021-01-20
Performance
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+10.1 %since 2020-08-22
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-1 Year
-
-Ø-Performance per year
Risk
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-10.1 %Maximum loss (to date)
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-Risk factor
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 portfolio management 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
This wikifolio has a mid-/ to long-term prospect: the main goal is the possibility for a long-term and consistent accumulation of capital. show more
The main criteria for the selection and the framework of portfolio management 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
This wikifolio has a mid-/ to long-term prospect: the main goal is the possibility for a long-term and consistent accumulation of capital. show more
Master data
Symbol
|
WF00PRIME1 |
Date created
|
2020-08-22 |
Index level | |
High watermark
|
109.8 |
Rules
Investment Universe
Trader
Decision making
- Technical analysis
- Fundamental analysis
- Other analysis