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ValueMomentum

ValueDynamics

Last Login: 11/26/2021


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+53.9%
since 1/25/2019

+8.5%
Ø-Perf. per year

+18.0%
Performance (1yr)

8.9%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

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Trading Idea

"Mein Ansatz ist: Exzellente Aktien im Aufwärtstrend - in Zeiten steigender Märkte" Systematische Investition in (1) günstig bewertete, (2) fundamental qualitativ-hochwertige Wachstumswerte (3) in Aufwärtstrends - (4) kombiniert mit Market-Timing-Ansatz (Aufwärtstrendphasen des Gesamtmarketes) sowie Risikomanagement (volatilitäsorientierter Stop-Loss). Fokus auf Aktien in den entwickelten Märkten von Europa und USA. Benchmarks sind die Indizes EUROSTOXX 600 und S&P 500.

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Master data

Symbol

WF00VALMOM

Date created

01/25/2019

Index level

-

High watermark

152.9

Investment Universe

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