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Schweizer Dividenden-Perlen

Ruedi Minger

 | SwissEquity

Last Login: 01/31/2024


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+121.5%
since 11/1/2014

+7.2%
Ø-Perf. per year

-2.1%
Performance (1yr)

21.3%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Wikifolio soll aus Aktien von Schweizer Unternehmen bestehen, die ihre Dividenden regelmässig erhöhen und/oder eine historisch überdurchschnittliche Dividendenrendite aufweisen. Die Firmen müssen zudem meiner Analyse nach robust genug sein, wirtschaftlich schwierige Zeiten zu überstehen. Ein weiteres Kriterium soll die Fähigkeit sein, ausreichend hohe Cashflows zu erwirtschaften, um sowohl das zukünftige Wachstum zu finanzieren als auch steigende Dividenden ausschütten zu können (fundamentale Analyse). Es wird grundsätzlich angestrebt, Dividendenerträge in zusätzliche Anteile der jeweiligen Firma wieder anzulegen.

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Master data

Symbol

WFCHPERLSD

Date created

11/01/2014

Index level

-

High watermark

239.4

Investment Universe

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