Modern Long Term Investment

Performance

  • +22.2 %
    since 2020-08-07
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -8.2 %
    Maximum loss (to date)
  • 0.90×
    Risk factor
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Trading Idea

My main aim here is to increase the value of this portfolio by following the basic principles of modern long term investing. The idea is to hold stocks for a long time (usually 1-5 years) and to avoid trading.

The key factor to my investment strategy is focus on growth and also high quality companies mostly from Technology sector. For diversification purposes other sectors can be included.

The most important criteria for stock selection:
Outstanding balance sheet and income statement.
Great branding and executive management.
Low P/E ratio.
Clear and understandable business idea. show more

Master data

Symbol
WFANDRE229
Date created
2020-08-07
Index level
High watermark
120.2

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-06-03

Decision making

  • Fundamental analysis
  • Other analysis