+15.5%
since 3/13/2020
+3.9%
Ø-Perf. per year
+21.3%
Performance (1yr)
22.1%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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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
117.0