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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Equities DAX

Equities SDAX

Equities TECDAX

Equities other

Equities MDAX

Equities Europe Select

Equities Dow Jones

Equities USA Select

Equities NASDAQ 100 Select

Equities hot stocks

Equities Eastern Europe Select

Equities Japan Select

Equities international

ETFs Latin & South America

ETFs emerging markets

ETFs countries Europe

ETFs North America

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

Funds bonds

Funds equities

Funds money market

Funds

Funds mixed

Discount certificates

Bonus certificates

other investment certificates

Knock-out products

Subscription warrants

other leverage products

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, twelve 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 trader makes his decisions for this wikifolio based on fundamental analysis e.g. global analysis.

The wikifolio trader makes his decisions for this wikifolio based on other analysis e.g. sentiment analysis.

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.

In order for a wikifolio to become investable, it must have at least ten watchlistings with a total amount of EUR 2,500 and be at least 21 days old.

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.

Multi-Asset-Ansatz. Kann flexibel von Aktien, Anleihen, ETF, Gold sowie diverse Absicherungsinstrumente erhalten. Weltweiter Ansatz mit hohen Dividenden und guter Qualität. Sonderthemen sind aber auch darstellbar.

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

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The wikifolio PT Capital Invest - Balanced has existed since 2020 and trades Equities, ETFs, Funds and Derivatives. Learn more about PT Capital Invest - Balanced here!

PT Capital Invest - Balanced

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