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Testportfolio-2 (geschlossen)

Oliver Kreis

 | EquityIncome

Last Login: 04/17/2024


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Trading idea
Portfolio
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+1.9%
since 11/16/2015

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details

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Trading Idea

Der Aktien Teil besteht aus einer Low Volatility / smart beta strategy mit geringer Anzahl an Trades (kein Daytrading) um "noise" zu vermeiden und "Cost of trading" gering zu halten. Mein Leitmotto: "Hin und Her macht Taschen leer" zumindest die der Anleger! Investiert wird mittelfristig in S&P1500 low volatility Aktien nach definierten Ranking Kriterien. Konservative Allokation durch Beimischung von Bonds und ggf. weiteren alternativen Assetklassen.

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Master data

Symbol

WF376R8765

Date created

11/16/2015

Index level

-

High watermark

102.7

Investment Universe

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