IDG Lxbg-Invest
Philippe Heisbourg
| IDGLux
Last Login: 05/01/2024
+26.7%
since 9/13/2019
+5.1%
Ø-Perf. per year
+9.3%
Performance (1yr)
13.3%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
DetailsTags
Feed
Don't miss any more comments
Add this wikifolio to your watchlist now and track all comments and highlights directly in your feed.
Trading Idea
In this wikifolio I should be looking at the beginning of each year in January (ideally before 31 January) to pick around 12 different stocks that I deem the most interesting on a one-year time horizon. My research will usually be based on company fundamentals including valuation metrics (such as P/E ratios, dividend yield, ...). The majority of the 12 portfolio stocks should be diversified, i.e. stocks from different industries. Once selected at the beginning of each year, the portfolio components will most likely not change throughout the year to avoid unnecessary turnover and fluctuations. ETFs can potentially be included in this portfolio to increase diversification.
Master data
Symbol
WF0IDGLUX1
Date created
09/13/2019
Index level
-
High watermark
128.9