Momentumstrategie Deutschland

Doris Beer

Performance

  • +232.5 %
    since 2013-07-01
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
    You want access to all the information?
    • All key figures
    • The current portfolio
    • Every trade in real time

Trading Idea

Many studies show that above-average returns were achieved with so-called “momentum strategies” in the past. This also applies to the German stock market. It essentially comes down to the idea that stocks that have risen sharply in the past will continue this trend in the future.

Specifically, the following approach is planned for this wikifolio: For an observation period (the last six months), the stocks of our investment universe (MDAX, SDAX, TecDAX) are ranked according to their performance, and the available investment amount is then allocated among the strongest titles. This portfolio then remains unchanged during the holding phase (one year). Subsequently, the stocks are sold, and the proceeds are reinvested in those titles that display the strongest momentum at that time.

The degree of investment of the wikifolio will therefore likely be always close to 100%. This also applies to periods when the overall market is in a slump. As a result, the prices of the wikifolio may suffer violent interim setbacks in such phases. This is therefore an investment vehicle that appears especially suitable for speculative long-term investors with a holding period of several years. This wikifolio might also be interesting for traders who sell the wikifolio prior to bear markets and re-enter it on a lower base using a correspondingly skillful overall market timing.
show more
This is a non-binding translation of wikifolio.com.
Show original text
Master data
Symbol
WF0MOMSDEU
Date created
2013-07-01
Index level
High watermark
337.6

Rules

wikifolio labels

Investment Universe

Trader

Doris Beer
Registered since 2012-06-16

Decision making

  • Technical analysis

Comments

No comments available