Value+

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.