Mission 2030 - Long Term Trends

Performance

  • +43.6 %
    since 2020-03-13
  • +4.9 %
    1 Year
  • +26.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -19.3 %
    Maximum loss (to date)
  • 0.71×
    Risk factor
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Trading Idea

Long-term investment in companies that serve the global trends of today and tomorrow with their products in a customer-oriented and efficient approach.

Investments are made purely in stocks.
The focus is on growth stocks, second-line stocks, but also the one or other turnaround speculation, if this can be assigned to a growth trend.

Companies are valued on the basis of their character using the DCF method, their NAV, or a fair P/E approach. High-growth shares are valued according to the Rule-of-40 and the EV/Sales ratio.
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Master data

Symbol
WF0LTT2030
Date created
2020-03-13
Index level
High watermark
170.6

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2015-11-08

Decision making

  • Fundamental analysis