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LongTerm ValueDividend Stockpick

LeoD

Last Login: 04/16/2024


Overview
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Trading idea
Portfolio
Key figures
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+13.9%
since 5/9/2020

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details

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Trading Idea

Geringe Performancegebühr: Stockpicking ist, after all, Glückssache. Ich möchte alle an meinem Glück teilhaben lassen und nicht unverdiente Lorbeeren einheimsen. Langfristiger Anlagehorizont: Wenige Trades. Stabile Geldanlage. Regionaler Fokus: Deutschland und Europa. Zur Risikostreuung aber auch mit internationalen Titeln. Strategie: ESG screened. Titel mit geringem KGV und KBV. Dividendenorientierung. Vereinzelte StockPicks. Keine Gewichtung der einzelnen Titel

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Master data

Symbol

WF0LTVDSLD

Date created

05/09/2020

Index level

-

High watermark

113.6

Investment Universe

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