Skip to content
Register

Mawero Effizienz1

Dieter Sebastian

 | Mawero

Last Login: 03/01/2024


Overview
News
Trading idea
Portfolio
Key figures
Trades
blank

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

RegisterLogin
+109.0%
since 4/5/2013

+7.0%
Ø-Perf. per year

+13.5%
Performance (1yr)

18.1%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details

Tags

Feed

Don't miss any more comments
Add this wikifolio to your watchlist now and track all comments and highlights directly in your feed.
Discover your feed

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.

This is a non-binding translation of wikifolio.

Show original text

Master data

Symbol

WF0MAWERO1

Date created

04/05/2013

Index level

-

High watermark

206.8

Investment Universe

blank

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

More top wikifolios

Nasdaq100-Werte mit rel. Stärke

Stefan Vogdt

+16.0%
Ø-Perf. per year

Typ Distressed Value

André Luger

+16.9%
Ø-Perf. per year

Black Bastard

Jan Suermann

+15.3%
Ø-Perf. per year

Marktsentiment

Florian Bub

+7.6%
Ø-Perf. per year

US Best Choice

Hendrik Pfaffl

+14.6%
Ø-Perf. per year

US Trading

Marcel Doriath

+29.7%
Ø-Perf. per year

Healthcare Demography

Arne Briest

+17.0%
Ø-Perf. per year

FuTecUS

Richard Dobetsberger

+25.0%
Ø-Perf. per year

Megatrends

Patricia Neudeck

+19.0%
Ø-Perf. per year
Discover
  • Current wikifolios
  • Investment trends
  • wikifolio traders

+49 (0) 211 247 907 70service@wikifolio.com
GTCImprintData protectionCookie declaration
2024 © wikifolio Financial Technologies AG