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Value Dividend Buy and Hold

Last Login: 10/09/2026


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+25.9%
since 4/17/2024

+9.7%
Ø-Perf. per year

+11.0%
Performance (1yr)

12.7%
Volatility (1yr)

0.8
Return/Risk



Portfolio chart

Details
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Trading Idea

Opportune Aktienauswahl mit Fokus auf fundamental eher unterbewertete Dividendentitel für mittel- bis langfristiges, aber nicht extremes Buy and Hold. Die Aktien werden zum Zeitpunkt des Erstkaufs anhand eines Kurs-Gewinn-Verhältnisses (KGV) von bis zu 15, eines Kurs-Buchwert-Verhältnisses (KBV) von bis zu 5, einer Dividendenrendite von 2 % oder mehr und - nicht unbedingt, aber bevorzugt - positiven Signalen bezüglich Insidertransaktionen analysiert und bewertet. Ziel ist ein langfristiges Wachstum mit regelmäßigem Einkommen durch Dividendenzahlungen. ETF-Beimischungen sind möglich. Opportune stock selection focussing on fundamentally rather undervalued dividend stocks for medium to long-term, but not extreme, buy and hold. The shares are analysed and evaluated at the time of the initial purchase on the basis of a price/earnings ratio (P/E) of up to 15, a price/book ratio (P/B) of up to 5, a dividend yield of 2% or more and - not necessarily, but preferably - positive signals regarding insider transactions. The aim is long-term growth with regular income through dividend payments. ETF additions are possible.

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Master data

Symbol

WF0VADIBAH

Date created

04/17/2024

Index level

-

High watermark

125.0

Investment Universe

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For the composition of the virtual portfolio click here.