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Kepler Invest Conservative 15

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Last Login: 12/09/2021


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+6.8%
since 2/25/2021

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Das Wikifolio Kepler Invest Con 15 soll eine langfristige, konservativ angelegte Anlagemöglichkeit abbilden. Schwerpunkte des Investments sind der iShares Multi-Asset Conservative ETF, der iShares Deutsche Pfandbriefe ETF und Rohstoff-ETFs. Aktien sollen bis zu 15 % des Portfolios füllen. Darunter finden sich viele stabile Dividendenwerte sowie Minimum-Volatility-Werte. Weiterhin sollen immer 15 % Cash gehalten werden, um eine Sicherheit zu schaffen und ggf. handlungsfähig zu bleiben.

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Master data

Symbol

WF0KEP15QY

Date created

02/25/2021

Index level

-

High watermark

107.6

Investment Universe

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