Mawero Effizienz1

  • +54.9 %
    since 2013-04-05
  • +5.8 %
    1 Year
  • +5.9 %
    Ø-Performance per year
All fees have already been deducted
  • -39.0 %
    Maximum loss (to date)
  • 0.97×
    Risk factor
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Trading Idea

The objective of this speculative portfolio is to achieve a higher profit (return) at lower risk (volatility) than the benchmark HDAX (simplified DAX + MDAX + TecDAX) in the long term by trading in stocks with a consistent application of the “Modern Portfolio Theory”.
The portfolio which promises the best possible return (profit) with a desired limited portfolio risk of about 15% to about 25% a year is to be calculated from a database with stocks from the DAX, MDAX, TecDAX, SDAX, other stocks Germany and from the EUROSTOXX50 across all industries. The basis for calculations are to be the closing stock prices (more specifically the returns) of the respective past 53 weeks.
Using the same method and with the then new stock prices, the best possible portfolio can be calculated a few weeks later and stocks in the Mawero virtual portfolio can be adjusted accordingly. In the event of an unfavorable market situation as is to become apparent from the calculation of an indicator, all securities of the Mawero virtual portfolio may be sold and the proceeds held as cash position or in a money-market fund in the Mawero virtual portfolio.
The basis of the Mawero strategy is the intention to make the entire stock selection for a portfolio exclusively on the basis of algorithms and mathematical calculations. The human being with their experience-based, subjective feeling is not to play a role in this strategy.
The portfolio generally includes stocks, money market funds and cash, no short sales, no leverage. Thus, artificially high risks are to be avoided. show more
This is a non-binding translation of wikifolio.com.
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Master data
Symbol
WF0MAWERO1
Date created
2013-04-05
Index level
High watermark
162.6

Rules

wikifolio labels

Investment Universe

Trader

Dieter Sebastian
Registered since 2013-04-04

Decision making

  • Technical analysis
  • Other analysis

Comments

Comment on ENCAVIS AG INH. O.N.

ENCAVIS heute mit Dividende in Höhe von brutto 0,26€ / Stück.

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Comment on SARTORIUS AG VZO O.N.

Sartorius heute mit Dividende brutto 0,36€ / Stück.

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Comment on ZEAL NETWORK SE NA O.N.

ZEAL NETWORK heute mit Dividende brutto 0,80€ / Stück.

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