The wikifolio certificate fee is 0.95 percent per year and is calculated on a daily pro-rata basis in the wikifolio. Calculations are based on the components of the wikifolio. These are the virtual cash assets and the virtual securites in the wikifolio at daily closing prices of Lang &amp; Schwarz (bid price, ca. 11 p.m.).

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The prices shown have been converted and may differ from the actual price to be paid.

Date of the initial offering of the wikifolio index certificate. From the following day on, the certificate may be traded at all banks in Germany.

The ratio corresponds to the relationship between the index level of the wikifolio and the price (average rate) of one piece of the wikifolio certificate.

The amount of the respective wikifolio performance fee is proposed by the trader and set by mutual agreement with wikifolio.com and Lang &amp; Schwarz. With classic wikifolios, it amounts to 5–30 percent of the success achieved in the wikifolio and only becomes due upon reaching a new high watermark (new annual high) in the wikifolio. With some portfolio manager wikifolios as well as wikifolios of the trader 'wikifolioAG' it amounts to 0 percent.

The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. The investment universe is set during the emission process and cannot be changed afterwards.

Equities DAX

Equities SDAX

Equities TECDAX

Equities other

Equities MDAX

Equities Europe Select

Equities Dow Jones

Equities USA Select

Equities NASDAQ 100 Select

Equities hot stocks

Equities Eastern Europe Select

Equities Japan Select

Equities international

ETFs Latin & South America

ETFs emerging markets

ETFs countries Europe

ETFs North America

ETFs other bonds

ETFs world

ETFs raw materials ETCs

ETFs Germany

ETFs other countries

ETFs DAX

ETFs sectors

ETFs EuroStoxx

ETFs Asia

ETFs Europe bonds

ETFs Europe overall

ETFs basic resources

Other ETFs

Funds real estate

Funds bonds

Funds equities

Funds money market

Funds

Funds mixed

Discount certificates

Bonus certificates

other investment certificates

Knock-out products

Subscription warrants

other leverage products

The liquidation indicator makes wikifolio certificates comparable according to their liquidity.

Maximum loss (to date), often also referred to as “maximum drawdown”, represents the maximum cumulative loss since the creation of a wikifolio. In simplified terms, the value is calculated as follows: (Price low point x 100 / previously reached peak price) – 100. This value is recalculated once a day.

With the top wikifolio ranking, twelve different criteria are combined to form a comprehensive ranking. This value is calculated once a day.

The risk factor shows the risk of fluctuations (upwards and downwards) in relation to an average Eurostoxx 50 share. wikifolios of wikifolios and wikifolios with derivatives are excluded from the calculation.

The ratio of the mean of daily returns to their standard deviation. The higher the sharpe ratio, the better the performance of the past twelve months in relation to the risk taken. This value is recalculated once a day for the past 365 days.

The invested capital corresponds to the value of all currently sold index certificates based on the displayed wikifolio.

Sum of all buy and sell orders within the last 30 days of the displayed wikifolio-certificate.

Day of creation of this wikifolio by the wikifolio trader.

The high watermark highlights the currently highest level of the wikifolio within a calendar year and is used to calculate the performance fee.

The symbol is a short description that is assigned by the wikifolio trader to a wikifolio, consists of alphanumeric characters (A-Z, 0-9), and always starts with WF.

Traded assets: In this wikifolio all securities available on wikifolio.com are traded.

Traded assets: In this wikifolio structured leverage products can be traded at any time. Please note that leverage products are subject to a higher risk category than e.g. equities.

This wikifolio is run by a portfolio manager.

The wikifolio trader makes his decisions for this wikifolio based on fundamental analysis e.g. global analysis.

The wikifolio trader makes his decisions for this wikifolio based on technical analysis e.g. chart analysis.

The wikifolio trader makes his decisions for this wikifolio based on other analysis e.g. sentiment analysis.

The corresponding wikifolio certificate is publicly available in Germany at respective German banks and online brokers.

Quality characteristics: Regularly active wikifolio traders check their wikifolio several times a week and have logged into wikifolio.com regularly so far.

Quality characteristics: A wikifolio tagged “Loyal investors” has been frequently purchased and rarely sold during the past 24 months.

Trading style: During the past six weeks wikifolios with the tag 'Actively diversified' were constantly invested in at least ten different securities.

Trading style: In medium- to long-term wikifolio strategies, the current wikifolio total value was only restructured to a limited extent. For example, less than two and a half times in the last 9 months.

Ziel ist die Erwirtschaftung eines maximalen Wertzuwachses. Um dies zu erreichen, soll hauptsächlich in Hebelprodukte investiert werden. Alle weiteren Anlageprodukte und Assetklassen sollen aber trotzdem mit zum Anlageuniversum gehören. Neben eventgetriebenem und technisch motiviertem Handeln sollen auch fundamental basierte Anlageentscheidungen getroffen werden. Der Investitionszeitraum  kann von wenigen Stunden bis zu mehreren Monaten reichen.  

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wikifolio tags describe current characteristics of wikifolios and are recalculated daily as a rule. wikifolios may lose tags or obtain new ones at any time.

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The wikifolio Wellvest High Dynamic has existed since 2015 and trades Equities, ETFs, Funds and Derivatives. Learn more about Wellvest High Dynamic here!

Wellvest High Dynamic

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