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Overview
News
Trading idea
Portfolio
Key figures
Trades

Long Profitability

ArFa

Last Login: 09/05/2021


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+39.6%
since 04/11/2018

-16.4%
1 Year

+8.0%
Ø-Perf. per year

-46.5%
Max loss

0.83
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

5%

Before a wikifolio can become investable, the following criteria must be fulfilled:
1,582 / 21 days of test period
1 / 10 Reservations
EUR 1,600 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

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Trading Idea

This Wikifolio is based on the evaluation of multiple ratios all together to determine a score for long-term profitability of the stock. This evaluation is based on 9 criteria: 1. Positive ROA; 2. Positive Cash Flow Return on Assets; 3. Change in Return on Assets higher in comparison to last year; 4. Quality of Earnings, determined as the Cash Flow Return on Assets are greater than ROA; 5. Change in gearing lower in comparison to last year; 6. Change in Working Capital (Liquidity) higher than last year; 7. Change in shares in issue lower than last year; 8. Change in Gross Margin is higher than last year; 9. Change in Asset Turnover is higher than last year. Buying only those companies that scored highest on this 9-point scale, over the last 20 years led to a constant average out-performance over the market. The portfolio is integrated with valuable and long-term profitable ETFs.

Master data

Symbol

WFARFALNPR

Date created

04/11/2018

Index level

-

High watermark

182.3

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.

For the composition of the virtual portfolio click here.

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