Value Chain

Performance

  • +24.8 %
    since 2020-11-03
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -5.6 %
    Maximum loss (to date)
  • 1.21×
    Risk factor
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Trading Idea

The portfolio contains <30 public companies which are recognised as undervalued.
The strategy is value investing with the use of common metrics which are corrected (long term, bias control) and qualitative judgement. The companies are sold only when the valuation shows a premium to the intrinsic value. Therefore the target of the portfolio is long term and portfolio rotation is minimal.
The risk control is observed through the margin of safety principle and a scrap value estimation. show more

Master data

Symbol
WFA1602154
Date created
2020-11-03
Index level
High watermark
124.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-11-03