Helices Future Fund

Niklas Röpke

Performance

  • -10.0 %
    since 2017-06-24
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
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Trading Idea

Financial Targets

a. Each investment is bought with a long term outlook (ideally a minimum holding period of 4 weeks).

b. An investment is either evaluated according to:

i) Base financial performance and strong ratios, utilising strategies of Levermann and in-house models.

ii) Fundamental analysis on the basis of long-term industry disrupting business models.

Restrictions:
a) No investments will be made in:

i) Arms Manufacturers
ii) Fossil Fuel producers & Fossil Fuel Centric companies
iii) Tobacco
iv) Car industry (Petrol & Diesel focussed)
v) Aviation Industry


b) Each position shall constitute a maximum 10% of the portfolio at the moment of buy.

The aim is generate alpha return while maintaining a neutral impact on the environment globally. show more
Master data
Symbol
WF0HELICES
Date created
2017-06-24
Index level
High watermark
89.2

Rules

wikifolio labels

Investment Universe

Trader

Niklas Röpke
Registered since 2017-06-11

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis

Comments

Comment

Hypoport Sold (9.61% return) ....... Zalando Sold (4.75% Return) ..... Bought PNE Wind & Novo Nordisk show more

Comment

Due to new ethical investing guidelines some positions were sold off: American Airlines: 11.13% Return ------------ Porsche Automobil Holding: -0.47 % Return ------------ Lufthansa: 12.41% Return ------------ show more
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