VALUE INVESTING 5-7 YEARS TENOR

Last Login: 05/07/2022

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+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

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:

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

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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).