+13.6%
since 02/28/2020
-12.4%
1 Year
+5.6%
Ø-Perf. per year
-30.9%
Max loss
0.75
Risk factor
Portfolio
DetailsSell
Buy
in EUR
Certificate fee per year
Performance fee
Before a wikifolio can become investable, the following criteria must be fulfilled:
807 / 21 days of test period
0 / 10 Reservations
EUR 0 / 2,500 Reserved capital
Reserve now
I would invest the following amount
EUR 100
wikifolio labels
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Trading Idea
This portfolio aims to produce returns of 7-20 % annually. Its main asset class is medium capitalization value stocks in Europe, USA and China market. The average holding period of the securities in this portfolio would be 3 to 5 years. The decision on this portfolio holdings is based on value investing fundamental analysis and macros (e.x. companies that produce tangible products with moat in their industries and monopolistic behaviour and mostly belonging to niche markets).
Master data
Symbol
WF0THEOSOT
Date created
02/28/2020
Index level
-
High watermark
128.9
Decision making
Technical analysis
Fundamental analysis
Other analysis