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INVESTMENT PRINCIPLES * Selective growth investments focussing on mega trends of the 2020s and mid-term profitability prospects, such as (but not limited to): # Hydrogen Mobility # Digital Payment # Remote Working # At-Home Consumption # Gaming & eSports # Healthcare Innovation * Performance optimization through overweight in US growth stock with selective addition of European and East Asian stock * Smoothing by selective addition of evergreen value investments with expected outperformance of the market, and application of a soft ca. 50% minimum combined portfolio share of large caps * Risk diversification by application of a soft ca. 10% threshold per single large cap and ca. 5% per single mid/small cap * Long only; shorting only to be applied for bear market hedging in exceptional circumstances
Master data
WF0SGTREND
12/16/2020
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118.3