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Benz Future TrendInvest

FlorianBenz

Last Login: 08/29/2021


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+2.5%
since 7/22/2021

+1.2%
Ø-Perf. per year

+7.0%
Performance (1yr)

11.6%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

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Trading Idea

Der Ansatz des Wikifolios ist es Unternehmen zu identifizieren, welche Unternehmen in ihrer marktwirtschaftlichen Entwicklung sowie Innovation zukünftig weiter Spitzenreiter der jeweiligen Branche sein werden. Ein Mix an Investmentstilen wird hierbei angewandt, wobei die Fundamentalanalyse (Top-down), sog. "Newstrading" sowie laufende Rebalancings wesentliche Bestandteile des Ansatzes darstellen. Der Anlagehorizont sollte überwiegend mittel-bis langfristig sein.

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Master data

Symbol

WF0BTF2021

Date created

07/22/2021

Index level

-

High watermark

105.9

Investment Universe

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For the composition of the virtual portfolio click here.

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