MHEQ Global Champions Defensiv

MichaelHowards
MichaelHowards

Performance

  • +67.0 %
    since 2014-06-11
  • +0.9 %
    1 Year
  • +7.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -18.9 %
    Maximum loss (to date)
  • 0.55×
    Risk factor
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Trading Idea

By default, the Defensive Champions wikifolio is to include about 10 stock corporations that are rebalanced every six months to an approximate 10% share of the wikifolio. The wikifolio is to be always invested almost completely in stocks.

The strategy is oriented long term and is intended to include relatively few trades since investements should be made in long term defensive Champions stocks with the smallest possible intermediate value losses and a high profit constancy at the same time. A selection of several thousand stocks that have been listed for at least 10 years (period under observation) on the stock exchange is considered here.

The aim is to attract loyal investors to this strategy who expect long-term annual returns in the double-digit percentage area each year. show more
This is a non-binding translation of wikifolio.com.
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Master data

Symbol
WFCHAMPSDF
Date created
2014-06-11
Index level
High watermark
166.7

Rules

wikifolio labels

Investment Universe

Trader

Michael Hater
Registered since 2013-10-28

Decision making

  • Fundamental analysis