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Mission 2030 - Long Term Trends

Investorkan

Last Login: 03/19/2024


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Trading idea
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+25.4%
since 3/13/2020

+5.7%
Ø-Perf. per year

+21.9%
Performance (1yr)

19.0%
Volatility (1yr)

0.2
Return/Risk



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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.

Master data

Symbol

WF0LTT2030

Date created

03/13/2020

Index level

-

High watermark

126.8

Investment Universe

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