Long Profitability

Performance

  • +65.2 %
    since 2018-04-11
  • +67.6 %
    1 Year
  • +17.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -46.5 %
    Maximum loss (to date)
  • 0.86×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio and the performance-chart please register now - for free.

Register

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.
show more

Master data

Symbol
WFARFALNPR
Date created
2018-04-11
Index level
High watermark
175.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-03-07