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Slow Hand Swiss Dividend

Philippe Kobel

 | SwissSlowHand

Last Login: 08/14/2024


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+79.0%
since 9/11/2017

+7.1%
Ø-Perf. per year

+10.8%
Performance (1yr)

15.1%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details
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Trading Idea

Dieses Portfolio sollte grundsätzlich in CH Aktien aus dem SMI, SLI und dem SPI investiert sein. In der Regel sollen nur Titel mit nachhaltiger und möglichst periodisch steigender Dividende aufgenommen werden. Das Ziel sollte sein, hohe Dividendenerträge und möglichst eine Überperformance gegenüber dem SMI zu erreichen. Dividendenerträge sollen je nach Marktlage, in schon im Portfolio enthaltenen, oder neuen Titel investiert werden. In der Regel soll langfristig angelegt werden. Die Anlageentscheidungsfindung soll mittels einer fundamentalen und technischen Analyse stattfinden.

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Master data

Symbol

WF0SHSWIDI

Date created

09/11/2017

Index level

-

High watermark

180.9

Investment Universe

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