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EAP_SS22_Coati

Last Login: 12/11/2025


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+0.2%
since 2/13/2022

0.0%
Ø-Perf. per year

+4.9%
Performance (1yr)

13.7%
Volatility (1yr)

0.0
Return/Risk



Portfolio chart

Details
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Trading Idea

This wikifolio shall invest to a large extent in stocks with high earnings potential. The focus will be on companies from the USA and Europe. The stock selection is based on the famous CANSLIM method by William O'Neil. The following fundamental data are decisive for the purchase of a share: - high or very strong quarterly earnings and sales growth - high annual profit growth - innovative companies with new products / new technologies - leading company in the respective industry - Interest of institutional investors The time of purchase of a share is usually to be determined by a chart analysis. The purchase of innovative companies with high growth rates should usually take place when the share breaks out upwards after a consolidation of several weeks and climbs to new highs. Stock purchases are also possible when leading companies have come back from their highs, but the business outlook remains promising or there is news that justifies a higher valuation. Risk Management: Each purchased position shall be hedged with a stop loss of 5-20%, so that losses are tried to be limited consistently. The philosophy of this wikifolio is to keep losses as low as possible and to let profits run. The normal position size of a stock at the time of purchase is about 3-10% of the total portfolio (maximum 20%). The investment ratio can vary from 0-100%. In difficult stock market times, it may well happen that all shares are sold completely and several weeks the total portfolio consists of 100% gold. Investment Universe: In this wikifolio mainly quality stocks from the USA and Europe will be traded. However, individual investments in other regions are not excluded. No leveraged products will be traded.

Master data

Symbol

WFCOATI111

Date created

02/13/2022

Index level

-

High watermark

99.6

Investment Universe

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For the composition of the virtual portfolio click here.