Thin Tail Plus

Performance

  • +7.0 %
    since 2019-09-11
  • +6.1 %
    1 Year
  • +5.4 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -17.8 %
    Maximum loss (to date)
  • 0.17×
    Risk factor
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Trading Idea

Versuch, auf Basis von Backtesting maximal zu diversifizieren.

Langfristige Buy and Hold-Strategie. Kriteriales Rebalancing (absolut: ca. +/- 5%, relativ: ca. +/- 25%).

Ziel: geringste Drawdown-Werte und bestes Sharpe-Ratio im Vergleich zu meinen bisherigen Wikifolios (über einen Zeitraum von mind. 10 Jahren).

Angestrebte Asset Allocation:

Anleihen (50%):
- 50%: langlaufende, deutsche Staatsanleihen

Aktien (35%):
- 10%: DAX-ETF
- 10%: MSCI WORLD Small Cap (Value)-ETF
- 10%: MSCI EMERGING MARKETS-ETF
- 5%: REITS-ETF

Gold (15%)

Rebalancing-Kriterium:

Anleihen: 45-55 %
Gold: 11-19 %
Aktien: 30-40 % show more
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Master data

Symbol
WF00VRTTDP
Date created
2019-09-11
Index level
High watermark
106.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-08-29