Ecological Investments

chrish1

Performance

  • +29.4 %
    since 2017-05-25
  • +15.0 %
    1 Year
  • +7.6 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -38.6 %
    Maximum loss (to date)
  • 0.65×
    Risk factor
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Trading Idea

The wikifolio should contain stocks of companies which operate sustainable and ecological and make the world a better place. Therefore the oil-, tobacco- and arms industry are excluded.

The selection of the stocks should be made by fundamental analysis.

The stocks should be held long-term.

Every stock should be weighted almost equally.

Cash should be kept to a minimum, dividends should be reinvested as soon as possible.

Approximately 4 times a year the weights should be rebalanced. show more

Master data

Symbol
WF0ECOLINV
Date created
2017-05-25
Index level
High watermark
127.7

Rules

wikifolio labels

Investment Universe

Trader

Christian Hödl
Registered since 2016-05-24

Decision making

  • Fundamental analysis