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Trading idea
Portfolio
Key figures
Trades

CleverInvest

CleverMoritz

Last Login: 03/18/2022


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-15.0%
since 10/29/2020

-27.5%
1 Year

-7.6%
Ø-Perf. per year

-37.0%
Max loss

0.57
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:
761 / 21 days of test period
0 / 10 Reservations
EUR 0 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

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Trading Idea

Buy&Hold finanziell solider aufgestellter Unternehmen mit intaktem Wachstum und guten Kapitalrenditen, mit Fokus auf die USA und Europa. Keine verrückten Spekulationen, sondern Einkäufe zum fairen Wert und darunter - gerne auch bei fallenden Kursen, sofern die langfristige Story intakt ist. Verkäufe nur, wenn die Story nicht mehr intakt ist. Maximal 10-15 Werte im Portfolia, Haltedauer bestenfalls für immer

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Master data

Symbol

WF27041394

Date created

10/29/2020

Index level

-

High watermark

121.4

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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