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Solide Substanz

Matthias Karpstein

 | CarpeData

Last Login: 04/25/2024


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Trading idea
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+1.9%
since 7/4/2017

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Es sollen vorwiegend deutsche Aktien gehandelt werden. Der Anlagehorizont soll mittel- bis langfristig sein. Aktien sollen nach fundamentalen Daten ausgewählt werden. Zur Recherche sollen Börsen-Newsletter, Webseiten und Fachtitel herangezogen werden. Es wird ein kontinuierliches Wachstum angestrebt, das auch in rückläufigen Marktphasen Gewinne ermöglicht. Das Portfolio soll immer mindestens acht Titel umfassen, meist aber mehr als 15.

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Master data

Symbol

WF201701SS

Date created

07/04/2017

Index level

-

High watermark

124.2

Investment Universe

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