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MHEQ Global Champions Defensiv

Michael Hater

 | MichaelHowards

Last Login: 02/02/2026


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+69.5%
since 6/11/2014

+4.6%
Ø-Perf. per year

-5.4%
Performance (1yr)

21.3%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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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.

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Master data

Symbol

WFCHAMPSDF

Date created

06/11/2014

Index level

-

High watermark

180.1

Investment Universe

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For the composition of the virtual portfolio click here.