Qualität, angelehnt an Susan Levermann

Stephan Pflug

Performance

  • +282.9 %
    since 2012-11-12
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
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Trading Idea

A book well worth reading about stock investments was written by Susan Levermann in 2010.
The title is “Der entspannte Weg zum Reichtum” (the relaxed way to wealth) and it is perhaps a little misleading since some work does have to be performed in order to walk that route.
Available as a paperback for only € 11.90!

Ms. Levermann outlines the numerically measurable parameters which, in the past, pointed to above-average performance in the future.

Fairly easy to understand: Stocks with a small price earnings ratio, a high equity ratio, a high EBIT margin, high return on equity (and other factors) have a relatively promising future ahead of them as experience has shown.

In her book, Ms. Levermann has now developed a list that looks at twelve different aspects of each stock.

The checklist I use concerns small to medium sized companies.
There is a – slightly – different list for companies with a market capitalization of more than 5 billion euros.

Stocks get a point, no point or a minus point for each parameter.
Example price earnings ratio: If the price earnings ratio for the current year is less than twelve, there is a point. If it is between twelve and sixteen, no point is given. If it is over sixteen, there is a minus point.

I get nearly all the 12 necessary details from the website of CortalConsors.

A brokerage account that I created for observation in January 2011 was at about +33% by the end of February 2013. The Dax made about 11% in that time, the S-Dax (which resembles the virtual portfolio value more closely) made +16%.
(The brokerage account performance is inclusive of all interim profits/losses, dividends, brokerage account costs).

The brokerage account contains between ten to fifteen German stocks (I can only cover the point “analyst expectations” and “earnings revisions” from German stocks, therefore this limitation). Mostly boring, little known, unsexy securities from the second and third row. Often with relatively high dividend payments (although the point “dividend return” does not appear in the list by Levermann).

Once a week, I go through the securities in the brokerage account, and about once a month, I replace a stock that has fallen below the minimum number of points (i.e. 3 points or less) with a stock the system has assessed as worth buying (7 points or more).

This systematic, regular monitoring and the minimum score to be achieved make for a beautiful, ruthless sell discipline.

I consider the risks of such investments manageable. They are probably smaller than with any German stock investment, since (see above) boring, conservative points and no self-deluding market or trend feelings are used for the valuation. show more
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Master data
Symbol
WF00QUINTE
Date created
2012-11-12
Index level
High watermark
402.5

Rules

wikifolio labels

Investment Universe

Trader

Stephan Pflug
Registered since 2012-11-12

Decision making

  • Fundamental analysis

Comments

Comment

Bet-at-Home hat seine langjährige Heimat verlassen.

Gründe für den  Verkaut: Das geschätzte KGV für das laufende Jahr wird nun mit über 16 angegeben, die Gewinnaussichten verringern sich.

Gekauft habe ich Bet-at-Home am 29.06.2015 und habe sie mit einem Plus von 43,2 % verkauft. Der S-Dax hat in diesem Zeitraum ein Plus von 29,2 % gemacht. NIcht zu vergessen sind vier sehr solide Dividenenzahlungen der Firma.

Bet-at-Home war der 86. Komplettverkauf einer Aktie in diesem Wikifolio.

 

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Comment

TLG has left the building. Gekauft am 10.12.2018, heute verkauft mit einem Minus von 5,15 %. Der S-Dax hat in diesem Zeitraum ein Plus von 14,1 % gemacht. (Es gab eine recht solide Dividende von TLG im diesjährigen Mai, immerhin.)

Bei TLG ist der heutige Kurs klar unter den Kurs von vor sechs Monaten gefallen, und der heutige Kurs ist nicht mehr höher als der vor einem Jahr, sondern nur noch ungefähr gleich hoch. Das alles führt zur Abwertung.

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Comment

Im Laufe der Woche erst wieder mehr an dieser Stelle.

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Comment

Just another Monday, an dem hier nicht herumgeschraubt werden muss. Auch schön.

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