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Portfolio
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Welt 100 nach Heller

ChrisT

Last Login: 09/17/2020


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+13.6%
since 06/15/2018

-6.9%
1 Year

+2.9%
Ø-Perf. per year

-36.7%
Max loss

-
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

5%

Before a wikifolio can become investable, the following criteria must be fulfilled:
1,631 / 21 days of test period
1 / 10 Reservations
EUR 800 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

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Trading Idea

Die Idee dahinter ist Gottfried Hellers Weltportfolio, welches für langfristigen Vermögensaufbau verwendet wird. Dieses Zertifikat wendet sich an junge oder risikobewusste Investoren. Es bildet ein Portfolio das zu 100% in Aktien-ETFs investiert nach. Es wird nicht getradet. Rebalancing findet statt wenn die Zielallokation einer Assetklasse auf unter 5% fällt oder über 20% steigt (Soll 10%) Die Gebühr habe ich möglichst gering gehalten um so wenig Kosten wie möglich zu verursachen.

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Master data

Symbol

WF0WELT100

Date created

06/15/2018

Index level

-

High watermark

128.2

Investment Universe

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For the composition of the virtual portfolio click here.

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