Thin Tail Diversifolio Plus

  • +3.3 %
    since 2019-09-11
  • -
    1 Year
  • -
    Ø-Performance per year
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Trading Idea

Versuch, auf Basis von Backtesting maximal zu diversifizieren.

Langfristige Buy and Hold-Strategie. Jährliches und kriteriales Rebalancing (absolut: +/- 5%, relativ: +/- 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%) show more
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Master data
Symbol
WF00VRTTDP
Date created
2019-09-11
Index level
High watermark
102.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-08-29

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