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Overview
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Trading idea
Portfolio
Key figures
Trades

World Diversified LMSC

Flvestor

Last Login: 06/12/2019


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+3.9%
since 04/13/2019

-12.2%
1 Year

+1.2%
Ø-Perf. per year

-37.0%
Max loss

-
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:
1,177 / 21 days of test period
1 / 10 Reservations
EUR 100 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

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Trading Idea

Das Portfolio erstreckt sich aus Large, Mid und Small-Caps. Es wird ein Value-Ansatz verfolgt gemischt und teilweise auf Dividendenerträge gesetzt. Die Aktienquote sollte immer über 60% liegen. Es sollte ein langfristiger Ansatz verfolgt werden. Das Anlageuniversum estreckt sich über mehrere Instrumente über Aktien, ETF´s und Aktienähnliche Produkte.

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Master data

Symbol

WF11WDLMSC

Date created

04/13/2019

Index level

-

High watermark

122.8

Decision making

Technical analysis
Fundamental analysis

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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