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Last Login: 11/05/2024


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-4.5%
since 1/10/2021

-1.1%
Ø-Perf. per year

+1.9%
Performance (1yr)

5.6%
Volatility (1yr)

-0.1
Return/Risk



Portfolio chart

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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

95.3

Investment Universe

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

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