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AEY Investments

EliasOttenjann

Last Login: 10/07/2024

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Trading idea
Portfolio
Analysis
Trades
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+53.4%
since 10/23/2023
+15.4%
Ø-Perf. per year
+18.8%
Performance (1yr)
15.5%
Volatility (1yr)
0.9
Return/Risk

Portfolio chart

Details
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Trading Idea

Portfolio Generelle Information zum Portfolio: -Größtenteils amerikanische Unternehmen (stärkste Wirtschaft-Weltwirtschaft) -nur Aktien mit Marktmachtposition (hohe market Kap.-Big Player, keine kleinen Unternehmen höhere Volatilität) -hohe diserverizierung dadurch geringeres Risiko weniger Schwankungen, weniger zyklisch -top Player (nur sogenannten Champion Aktien, haben seit mindestens über 20 Jahren den Markt outperformt) -perfektionierte Aufteilung in Wachstum sowie Dividenden Titel führt zu Stabilität und stetigen Wachstum sowie hohen Cashflow für nach oder neu investionen -keine Etfs trotz meist geringere Volatilität (mehr unternehmen bsp:S&p 500)=GRUND klares Ziel der outperfomens (in kauf nahme der anfangs höheren Volatilität) -anlagehorizont langfristig

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Master data

Symbol

WF0AEY2023

Date created

10/23/2023

Index level

-

High watermark

154.5

Investment Universe

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