IDG Lxbg-Invest
IDGLux
Last Login: 2021-02-24
Performance
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+35.3 %since 2019-09-13
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+28.1 %1 Year
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+20.0 %Ø-Performance per year
Risk
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-40.6 %Maximum loss (to date)
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1.04×Risk factor
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. show more
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. show more
Master data
Symbol
|
WF0IDGLUX1 |
Date created
|
2019-09-13 |
Index level | |
High watermark
|
135.2 |
Rules
Investment Universe
Trader
Decision making
- Fundamental analysis