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Trading idea
Portfolio
Key figures
Trades

Value and long horizon

Tarantino

Last Login: 01/19/2021


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+34.4%
since 04/06/2017

-1.7%
1 Year

+5.4%
Ø-Perf. per year

-21.7%
Max loss

0.12
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

5%

Before a wikifolio can become investable, the following criteria must be fulfilled:
2,064 / 21 days of test period
2 / 10 Reservations
EUR 2,600 / 2,500 Reserved capital
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I would invest the following amount

EUR 100

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Trading Idea

This portfolio contains undervalued stocks of companies, which operate in a solid business environment, have a strong earning power measured by their historic averages and show promising growth opportunities. The enterprise value is considered as more constant than prices, which are considered as more volatile in my investment approach. My stock picking decisions are made on the basis of quantitative (fundamental data) as well as on qualitative factors (such as estimated business development) and priced similar to coupon bonds. As market prices are likely to be irrational in the short run, the holding period of equity investments in this portfolio are long term. Even though I'm familiar with the modern portfolio theory, I believe that volatility isn't the main driver of portfolio risk and therefore waive on the use of the CAPM. Instead I believe that risk arises from the decisions and actions that companies make themselves and the consequential effect on their earnings.

Master data

Symbol

WF0LNGHRZN

Date created

04/06/2017

Index level

-

High watermark

138.6

Investment Universe

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