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Langzeit-Investments

WerteSchaffen

Last Login: 12/21/2020


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+70.6%
since 5/8/2017

+8.2%
Ø-Perf. per year

+23.3%
Performance (1yr)

21.8%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

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Trading Idea

Das Langzeitwikifolio unterliegt folgenden Regeln: 1. Gewählte Titel müssen Liquide sein (Mind. 1 Mrd. Market Cap) 2. Die Aktien müssen einer Branche angehören, welche nicht zyklisch ist. 3. Die Unternehmen müssen sich in einem lanfristigen Aufwärtstrend (Big Picture) befinden Verkauft wird nur dann, wenn sich grundlegend etwas ändert. Das können beispielsweise disruptive Technologien sein, die das Unternehmen in unserem Portfolio maßgeblich negativ beeinflussen wird.

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Master data

Symbol

WF08052017

Date created

05/08/2017

Index level

-

High watermark

184.6

Investment Universe

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