Algopick Capital Allocators

Performance

  • +40.1 %
    since 2018-06-16
  • +25.6 %
    1 Year
  • +13.5 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -44.3 %
    Maximum loss (to date)
  • 0.67×
    Risk factor
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Trading Idea

There shall be only investments in stocks. The general plan would be to invest in 10-15 stocks which from my perspective are excellent capital allocators. Tendencially those should be companies managed by CEOs or families that have a positive long-term investment history. The main factors influencing the investment decision should be value creation, either through acquisition or sale of businesses and organic investments. From my point of view, all those factors should lead to great capital allocation. The wikifolio should be diversified geographically but also by sector. One main aim would be to create a long term track record of value creation by minimizing trading activities, smart stock selections by using the factors mentioned above and by the discount to the Net Asset Value (the higher the discount to the Net Asset Value, the better it is from my perspective) and dividend yield. show more

Master data

Symbol
WF0CAPALOC
Date created
2018-06-16
Index level
High watermark
149.1

Rules

wikifolio labels

Investment Universe

Trader

Benjamin Billiard
Registered since 2017-08-13

Decision making

  • Fundamental analysis
  • Other analysis