Wachstum mit Substanz
Perlentaucherin
Last Login: 2021-02-26
Performance
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+171.6 %since 2014-04-03
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+36.2 %1 Year
-
+15.4 %Ø-Performance per year
Risk
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-30.8 %Maximum loss (to date)
-
0.95×Risk factor
Trading Idea
The focus of my portfolio is to be on medium-sized companies. I would like to invest in companies whose equity price is clearly below the intrinsic value. This valuation difference is to represent an important margin of safety for me. It should be taken into account so that the objective of capital preservation is not lost from sight in case of falling equity markets. I would like to preserve the intrinsic value through a comprehensive analysis of balance sheet and business model.
I want considerably better results compared with the known equity indices.
It is to be invested in up to approximately 20 small and mid caps, with me on principle wanting to hold my investments longer-term. It is additionally intended to observe the principle of letting profits run, keeping losses small. show more
I want considerably better results compared with the known equity indices.
It is to be invested in up to approximately 20 small and mid caps, with me on principle wanting to hold my investments longer-term. It is additionally intended to observe the principle of letting profits run, keeping losses small. show more
This is a non-binding translation of wikifolio.com.
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Master data
|
Symbol
|
WF22051970 |
|
Date created
|
2014-04-03 |
| Index level | |
|
High watermark
|
281.5 |
Rules
Investment Universe
Trader
Decision making
- Technical analysis
- Fundamental analysis
- Other analysis