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Allocation Balanced

Tobias Bauer

 | ReValInvest

Last Login: 07/29/2026

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Trading idea
Portfolio
Analysis
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+101.2%
since 8/29/2014
+6.0%
Ø-Perf. per year
+11.4%
Performance (1yr)
11.7%
Volatility (1yr)
0.5
Return/Risk

Portfolio chart

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Trading Idea

Der Allocation Balanced ist ein globales wikifolio. Anlagestrategie soll ein Multi - Asset - Portfolio bestehend aus ETF's bzw. klassischen Investmentfonds (Renten- / Aktien / Rohstoffe / Währungen) sowie Anlagezertifikate sein. Einzelaktien sollen nicht Teil des Anlageuniversums sein. Auf Basis einer Fundamentalanalyse und einer Risiko-Return-Optimierung anhand einer Markowitz Theorie wird eine laufende Rendite von ca. 6% p.a. angestrebt. Die Haltedauer einzelner Positionen soll mittel- bis langfristig ausgelegt sein, um die Transaktionskosten zu minimieren.

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Master data

Symbol

WF0PFALLOB

Date created

08/29/2014

Index level

-

High watermark

204.0

Investment Universe

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