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LoVoHiDi TrendInvest

Stefan Uhl

 | Smyl

Last Login: 04/19/2024


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+10.4%
since 2/2/2016

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Handelsidee: mit einer Lo(w) Vo(latility) und Hi(gh) Di(idend) soll ein konservative Investitionen am Aktienmarkt getätigt werden Anlageuniversums: Aktien aus aller Welt Kriterien der Aktienauswahl: meiner Meinung hohe Dividenden, Geringe Volatilität, Marktkapitalisierung ca. > 100 Mio, Streubesitz ca. >20%, Positive Performance über ca. 5 Jahre Haltedauer: so ungefähr alle 6-12 Monate sollen die Aktien neu getauscht werden.

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Master data

Symbol

WF02SMYLEM

Date created

02/02/2016

Index level

-

High watermark

112.2

Investment Universe

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