Q-IPR30 valuable patent owners

IPTrader

Performance

  • +19.5 %
    since 2020-07-03
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -6.1 %
    Maximum loss (to date)
  • 0.72×
    Risk factor
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Trading Idea

The wikifolio is to take advantage of investment opportunities from a broad,
international investment spectrum. The wikifolio is to be actively managed
and intends a fundamental strategy in stocks.
The Q-IPR 30 strategy invests into stocks with the globally top 30 most valuable
patent portfolios with an increasing value trend (growing).
Patents are supposed to be the blueprint for a company's R&D production. Assuming that patents are early innovation-indicators and that innovative companies succeed better in the market, listed companies with valuable patents
should also have a better stock market performance. Those stocks are supposed to have the best innovation abilities as well as the highest hidden intangible assets (growth potential). The time horizon of the investments should be adapted to their patent value growth ranking (minimum holding period is 1 month) and designed for a medium to long-term holding position. The strategy addresses a constant, value based growth.
Patent indicators of a patent valuation boutique (www.ipr-strategies.com), that uses an unique KI based valuation methodology to evaluate all patents worldwide, were used.
There is no sector, region or size limitation.The investment universe is equities global. The Portfolio is monthly adjusted. show more

Master data

Symbol
WF00QIPR30
Date created
2020-07-03
Index level
High watermark
117.4

Rules

wikifolio labels

Investment Universe

Trader

Joannis Zagos
Registered since 2020-07-03

Decision making

  • Fundamental analysis