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growth2

Last Login: 06/14/2017


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+20.6%
since 3/25/2016

+1.8%
Ø-Perf. per year

+2.4%
Performance (1yr)

4.0%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

Details
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Trading Idea

Die Strategie des wikifolios soll es sein, durch das Halten von Titeln (Aktien) mit starken Dividenwachstum zu versuchen, eine durchschnittliche Rendite von ca. 6% bis ca. 10% pro Jahr zu erwirtschaften. Ebenfalls soll versucht werden, die Volatilität des wikifolios geringer zu halten als die des DAX und dadurch eine bessere Planbarkeit zu erreichen. Gehandelt werden soll in diesem wikifolio so gut wie gar nicht. Sollte die geplante Jahresrendite erreicht werden, bevor das Jahr zu Ende ist, soll die Investitionsquote des wikifolios reduziert werden.

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Master data

Symbol

WFDIGROWTH

Date created

03/25/2016

Index level

-

High watermark

120.1

Investment Universe

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For the composition of the virtual portfolio click here.