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Spezielles & Substanz

Manfred Gellink

 | HerbertH

Last Login: 12/17/2025


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+192.1%
since 1/7/2016

+11.3%
Ø-Perf. per year

+15.0%
Performance (1yr)

16.8%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

Details
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Trading Idea

Das Wikifolio "Spezielles & Substanz" soll in deutsche Aktien, verschiedene Fonds und Diskountzertifikate investieren. Es soll sich um eine "value"-orientierte Strategie handeln, wobei die Titelauswahl mit dem Ziel "Value" aufgrund einer Analyse der Fundamentaldaten erfolgen soll. "Spezielles & Substanz" soll auf diese Weise in schwachen Börsenphasen gegen den Trend schwimmen können, aber auch in positiven Marktphasen ordentliche Renditen erwirtschaften. Das Wikifolio "Spezielles & Substanz" soll so aufgestellt sein, dass die in den Portfoliowerten enthaltene Substanz einen ruhigen Schlaf ermöglicht und kurzfristiges Handeln nicht zwingend erfordert.

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Master data

Symbol

WF0SPESU16

Date created

01/07/2016

Index level

-

High watermark

302.9

Investment Universe

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