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Immobilien Alpha - Bullenbrief

Jürgen Schwenk

 | Bullenbrief

Last Login: 11/27/2025


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+8.6%
since 3/31/2013

+0.7%
Ø-Perf. per year

-11.5%
Performance (1yr)

21.9%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

With the portfolio “Immobilien Alpha – Bullenbrief”, the Bullenbrief publisher pursues the goal of achieving a decent return over the medium term with an investment in real estate securities. Through stock picking in individual real estate securities, an undervaluation should be used to generate an outperformance. The individual trades are to consider both short- and long-term investments. Overall, the “Immobilien Alpha – Bullenbrief” is to pursue a medium-term strategy. The investment universe largely consists of German real estate equities and REITs. In order to take advantage of opportunities, investments in European and international real estate securities and more generally in equities of other industries, funds, ETFs and other securities are possible. Also subscribe for the free stock market letter at http://www.bullenbrief.de.

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Master data

Symbol

WF0BULLE02

Date created

03/31/2013

Index level

-

High watermark

117.4

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.