Global Prime Standard

Performance

  • +10.1 %
    since 2020-08-22
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -10.1 %
    Maximum loss (to date)
  • -
    Risk factor
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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 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

wikifolio labels

Investment Universe

Trader

Tobias Grüner
Registered since 2020-08-22

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis