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Portfolio
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Smart Preference

Investmath

Last Login: 10/03/2022


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-7.2%
since 01/10/2021

-7.9%
1 Year

-4.2%
Ø-Perf. per year

-12.4%
Max loss

-
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

10%

Before a wikifolio can become investable, the following criteria must be fulfilled:
635 / 21 days of test period
0 / 10 Reservations
EUR 0 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

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Trading Idea

Das Wikifolio soll einen Mix aus Value und Growth-Aktien abbilden. Die Entscheidung erfolgt auf Research-Kriterien und persönlicher Einschätzung der Ertragserwartung. Dabei fließen 20 Jahre Börsenerfahrung und Wissen aus der Finanzmathematik ein. Es soll in geringem Ausmaß auch in Zertifikate investiert werden, jedoch max. 5% des Portfolios. Der Anlagehorizont ist mittel- bis langfristig einzustufen.

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Master data

Symbol

WF74302022

Date created

01/10/2021

Index level

-

High watermark

102.4

Investment Universe

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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