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SwissDividendPearls

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Last Login: 03/20/2023


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+26.0%
since 5/24/2016

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



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Trading Idea

Mit einem zurückhaltend aktiven Ansatz soll ausschliesslich in Schweizer Dividendenpapiere investiert werden. Dabei sollen Small-, Mid- und Large-Caps berücksichtigt werden. Neben der Stabilität der Dividende kommen weitere Kriterien wie Liquidität und Geschäftsaussichten zur Anwendung. Als Quellen dienen v.a. Schweizer Finanzportale und -zeitungen wie z.B. Finanz&Wirtschaft, Handelszeitung, Swissquote, Finews.ch u.a.

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Master data

Symbol

WFDIVPEARL

Date created

05/24/2016

Index level

-

High watermark

134.2

Investment Universe

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