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USDivGrowth

Oliver J. Lehwald

 | OJLInvest

Last Login: 04/27/2026

Overview
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Trading idea
Portfolio
Analysis
Trades
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+309.2%
since 2/1/2013
+10.8%
Ø-Perf. per year
+16.7%
Performance (1yr)
12.4%
Volatility (1yr)
0.6
Return/Risk

Portfolio chart

Details
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Trading Idea

Musterdepot von US Dividendenwerten/US Aktien, welche über einen längeren Zeitraum ein kontinuierliches Dividendenwachstum aufweisen sollten und einen wesentlichen Anteil am US und/oder Weltmarkt in Ihren Produktkategorien/Dienstleistungssektoren belegen sollten. Es ist geplant, eine unregelmäßige Wiederanlage der Dividendenerträge durchzuführen. Da das Musterdepot auf US Dividendenwerten/US Aktien ausgerichtet werden soll, beinhaltet die Kursentwicklung dieser Titel neben Kursschwankungen bezogen auf die Gesellschaft auch EUR/US$-Währungsschwankungen. Geplant ist ebenso, die einzelnen Titel über einen längeren bis sehr langen Zeitraum zu halten.

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Master data

Symbol

WF01105DIV

Date created

02/01/2013

Index level

-

High watermark

408.2

Investment Universe

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