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Last Login: 02/02/2026


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+349.2%
since 5/10/2017

+18.7%
Ø-Perf. per year

+5.0%
Performance (1yr)

16.9%
Volatility (1yr)

0.7
Return/Risk



Portfolio chart

Details
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Trading Idea

Dies soll ein Portfolio von Aktien mit einem langfristigen Anlagehorizont darstellen. Hierbei sollen ausschließlich Aktien gekauft werden, die durch entweder disruptive Technologien den zukünftigen Wirtschaftskreislauf determinieren können oder deren Geschäftsmodell schon heute einen sog. Burggraben aufweisen können, und dies vermutlich auch in Zukunft aufweisen können. Es sollen ausschließlich Aktien gekauft werden, die Haltedauer soll in der Regel sehr langfristig sein - sog. "ewiges Portfolio". Als Quelle sollen frei im Internet zugängliche Informationen von Finanzportalen dienen.

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Master data

Symbol

WF0FOR3V3R

Date created

05/10/2017

Index level

-

High watermark

478.5

Investment Universe

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For the composition of the virtual portfolio click here.