Value+
DUFF
Last Login: 2021-10-22
Performance
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+107.8 %since 2013-06-06
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+4.7 %1 Year
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+9.1 %Ø-Performance per year
Risk
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-27.1 %Maximum loss (to date)
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0.81×Risk factor
Trading Idea
The aim of this wikifolio is to achieve a positive return – regardless of market conditions – and to also outperform the DAX as a benchmark index. Status DAX index at brokerage account opening on 6 June 2013: 8099 (Xetra closing price).
Depending on market conditions, the degree of investment can be 0–100%, the investment universe is not to be restricted. The holding period of the investments should be flexibly designed as well, although it should be tried over time to also keep a few anchor positions for a longer period.
A wide dispersion such as with off-the-shelf funds is not aimed at. Instead, I try to achieve a positive return (based on the current exchange rates) by focusing on the, in my opinion, most promising investments. show more
Depending on market conditions, the degree of investment can be 0–100%, the investment universe is not to be restricted. The holding period of the investments should be flexibly designed as well, although it should be tried over time to also keep a few anchor positions for a longer period.
A wide dispersion such as with off-the-shelf funds is not aimed at. Instead, I try to achieve a positive return (based on the current exchange rates) by focusing on the, in my opinion, most promising investments. show more
This is a non-binding translation of wikifolio.com.
Show original text
Master data
|
Symbol
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WF35003579 |
|
Date created
|
2013-06-06 |
| Index level | |
|
High watermark
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228.8 |
Rules
Investment Universe
Trader
Decision making
- Technical analysis
- Fundamental analysis
- Other analysis