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IDG Lxbg-Invest

Philippe Heisbourg

 | IDGLux

Last Login: 05/01/2024


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+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

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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

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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