• -1.7 %
    since 2016-12-19
  • -13.5 %
    1 Year
  • -0.5 %
    Ø-Performance per year
All fees have already been deducted
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Trading Idea

-only US Stocks
-stocks must outperform S&P over the years.
-good debt to equity ration <100%
-increased dividend for the last 10 years
-long only
-never sell
-high profit margin in the respective industry group
-high equity capital (ideal>20%)
-large cap
-low Price/sales and low PE Ratio ( at the moment not the case)
Target is +10-20% return every year show more
Master data
Symbol
WFBAHP2012
Date created
2016-12-19
Index level
High watermark
130.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-12-19

Decision making

  • Fundamental analysis
  • Other analysis

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