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Wealth Management Portfolio

Portfolio

Last Login: 05/25/2023


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-90.6%
since 07/09/2012

-0.9%
1 Year

-19.4%
Ø-Perf. per year

-99.5%
Max loss

-
Risk factor


Portfolio chart

Details
wikifolio certificate

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

8%

Before a wikifolio can become investable, the following criteria must be fulfilled:
3,986 / 21 days of test period
4 / 10 Reservations
EUR 1,800 / 2,500 Reserved capital
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I would invest the following amount

EUR 100

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Trading Idea

Das Wealth Management Portfolio soll Aktien mit Hilfe von Rang Tabellen selektiert. Mehr als 24 verschiedene wichtige Fundamentale und Technische Kennzahlen sollen hierbei ausgewertet werden um damit interessante und günstigste Aktien zu selektieren. Da Verluste beziehungsweise Verlustjahre an der Börse immer wieder vorkommen wird beabsichtigt dem Portfolio eine Absicherungsstrategie (auf neudeutsch: Hedge-Strategie) beizufügen. Damit sollen große Drawdown-Phasen auf ein Minimum reduziert werden. Mehr Infos unter: http://mikeonstrategy.wordpress.com

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Master data

Symbol

WF10003000

Date created

07/09/2012

Index level

-

High watermark

9.5

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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