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CleverInvest

CleverMoritz

Last Login: 03/18/2022


Overview
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Trading idea
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-5.7%
since 10/29/2020

-1.8%
Ø-Perf. per year

+10.6%
Performance (1yr)

14.8%
Volatility (1yr)

-0.1
Return/Risk



Portfolio chart

Details

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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

97.2

Investment Universe

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