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Horizon2040

Tobias Saam

 | ProfDoc2040

Last Login: 10/29/2026

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+168.5%
since 4/4/2020
+16.5%
Ø-Perf. per year
+0.9%
Performance (1yr)
35.3%
Volatility (1yr)
0.4
Return/Risk

Portfolio chart

Details
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Trading Idea

Ziel ist die langfristige Wertsteigerung durch Investition in mittelgroße und große Wachstumsunternehmen Geplanter Anlageansatz: - "Buy and Hold" ganz nach der Maxime dass man Gewinne laufen lassen soll - Identifizierung von ca. 10-20 wachstumsstarken Werten um diese langfristig (voraussichtlich über mehrere Jahre) zu halten - Es ist nicht geplant zu "traden" oder kleine Nebenwerte kaufen - Kaufentscheidungen und Verkaufsentscheidungen sollen aufgrund einer quantitativen und qualitativen Unternehmensanalyse getroffen werden - zur größeren Diversifizierung können auch ETFs gehandelt werden Mögliche Quellen für Anlageentscheidungen: - Bloomberg, Finanzen.net und FAZ - Motley Fool und Facebookgruppe "kleine Finanzzeitung"

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Master data

Symbol

WF31122040

Date created

04/04/2020

Index level

-

High watermark

289.7

Investment Universe

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