The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. The investment universe is set during the emission process and cannot be changed afterwards.

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Stocks DAX

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Stocks TECDAX

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Stocks MDAX

Stocks Europe Select

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Stocks NASDAQ 100 Select

Stocks Hot Stocks

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ETFs Latin & South America

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ETFs countries Europe

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ETFs world

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Funds real estate

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Beta shows how sensitively the price of a wikifolio reacts to movements in a reference index.

Volatility measures the intensity of the fluctuation of the daily returns of a wikifolio around their mean value. It is a mathematical quantity (standard deviation) for the risk of an investment.

To make wikifolios more comparable with each other, each published wikifolio receives a score based on 13 different criteria.
According to this score the wikifolios are sorted and are given a place in the wikifolio ranking.

The liquidation indicator makes wikifolio certificates comparable according to their liquidity.

The highest difference in the respective period between a price low and the previously reached high of the wikifolio. Calculation: (price low x 100 / previously reached high) - 100.

Shows the ratio of performance to volatility and thus the return per unit of risk taken. The two components are annualized.

The ratio of the mean of daily returns to their standard deviation. The higher the Sharpe Ratio, the better the performance over the specified period relative to the risk taken. This value is recalculated once a day.

The Sortino Ratio is a variation of the Sharpe Ratio. Instead of looking at total volatility, it looks only at negative excess returns, i.e. downside risk. The higher the Sortino Ratio, the better the performance in relation to the downside risk taken.

The invested capital corresponds to the value of all currently sold index certificates based on the displayed wikifolio.

Sum of all buy and sell orders within the last 30 days of the displayed wikifolio-certificate.

Day of creation of this wikifolio by the wikifolio trader.

The high watermark highlights the currently highest level of the wikifolio within a calendar year and is used to calculate the performance fee.

The symbol is a short description that is assigned by the wikifolio trader to a wikifolio, consists of alphanumeric characters (A-Z, 0-9), and always starts with WF.

Geographic focus: In the past 12 weeks mainly securities from the US were traded in this wikifolio.

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Trading style: In the last six weeks or since its creation, there have always been at least ten different securities in the wikifolio. 

The wikifolio certificate fee is calculated daily pro-rata. Calculations are based on the components of the wikifolio. These are the virtual cash assets and the virtual securites in the wikifolio at daily closing prices of Lang &amp; Schwarz (bid price, ca. 11 p.m.).

The prices shown have been converted and may differ from the actual price to be paid.

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The amount of the respective wikifolio performance fee is proposed by the trader and set by mutual agreement with wikifolio.com and Lang &amp; Schwarz. With classic wikifolios, it amounts to 5–30 percent of the success achieved in the wikifolio and only becomes due upon reaching a new high watermark (new annual high) in the wikifolio. With some portfolio manager wikifolios as well as wikifolios of the trader 'wikifolioAG' it amounts to 0 percent.

In Germany, Austria, and Switzerland, investors can buy wikifolio certificates at the stock exchange. These open-ended index certificates track the performance of a wikifolio 1:1.
 The displayed data is a preview only – additional details for investable wikifolio certificates are available exclusively in the German version of wikifolio.com.

Zum Wertpapierhandel kam ich durch eine Dokumentation über Warren Buffet und Charlie Munger.
Ich arbeite in der Pharma-Industrie, habe einen Bachelor in Biochemie und einen Master in Wirtschaftsingenieurwesen, weshalb ich mich sehr für die fundamental Analyse im Bereich Pharma (allg. HealthCare), Energie und Technologie interessiere.
Um eine geeignete Aktie für das Portfolio zu finden versuche ich verschiedene Aspekte einer Unternehmung zu beleuchten, wie z.B das Management eines Unternehmens, den Cashflow der letzten Jahre, Eigenkapitalquote der Firma und den USP (Unique Value Proposition)


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This wikifolio has reached a new annual high with the price of %PRICEWITHCURRENCY%.

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The wikifolio Tech and Bio-Pharma has existed since 2020 and trades Stocks, ETFs and Funds. Learn more about Tech and Bio-Pharma here!

Tech and Bio-Pharma

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