€uro am Sonntag Offensiv

StephanBauer
StephanBauer

Performance

  • +108.1 %
    since 2013-08-12
  • +53.8 %
    1 Year
  • +10.0 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -34.0 %
    Maximum loss (to date)
  • 0.74×
    Risk factor
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Trading Idea

The offensive strategy of €uro am Sonntag of the Münchner Finanzen Verlag is to primarily invest in promising second-line stocks. In some cases, DAX stock, high-growth foreign stocks or ETFs can be admixed. The primary objective is always a positive annual return. The second objective is to do better than the overall market.

In selecting stocks, many different aspects may play a role: The valuation of a stock, special situations such as turnaround speculations or takeover rumors, chart technical arguments or exclusive valuations by the editors. In general, an attempt is made to minimize the risk despite the offensive orientation.

All securities in the portfolio are to be weighted similarly when buying; however, weighting shifts which are not automatically or regularly adjusted can arise from price movements. There is no demand for market capitalization or index inclusion. The aim is to keep at least 10 titles in the portfolio. A ficed investment horizon does not exist. show more
This is a non-binding translation of wikifolio.com.
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Master data

Symbol
WF20031964
Date created
2013-08-12
Index level
High watermark
217.5

Rules

wikifolio labels

Investment Universe

Trader

Euro am Sonntag
Registered since 2013-08-06

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis