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Overview
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Trading idea
Portfolio
Key figures
Trades

Relaxed Investment

relaxing

Last Login: 10/30/2021


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+40.4%
since 11/05/2019

-23.7%
1 Year

+13.6%
Ø-Perf. per year

-38.6%
Max loss

0.89
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

10%

Before a wikifolio can become investable, the following criteria must be fulfilled:
970 / 21 days of test period
3 / 10 Reservations
EUR 1,200 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

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Trading Idea

Die Titelauswahl erfolgt nach dem Value-Prinzip. Es werden vorwiegend Titeln mit einer Marktkapitalisierung über einer Milliarde ins Portfolio aufgenommen. Die Positionen sind von strategischer Natur, wobei kurzfristige Gewinne können ja nach Markteinschätzung realisiert werden. Das Anlageuniversum beinhaltet die Titeln des S&P500.

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Master data

Symbol

WF0RELAXED

Date created

11/05/2019

Index level

-

High watermark

208.4

Decision making

Fundamental analysis

Investment Universe

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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.

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