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Value+

Dirk Uhle

 | DUFF

Last Login: 12/05/2023


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+146.4%
since 6/6/2013

+8.9%
Ø-Perf. per year

+18.2%
Performance (1yr)

13.1%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

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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.

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Master data

Symbol

WF35003579

Date created

06/06/2013

Index level

-

High watermark

258.8

Investment Universe

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