LoginRegister
Overview
News
Trading idea
Portfolio
Key figures
Trades

Value and Momentum Worldwide USD

Olivier Estoppey

 | EstoppeyValue

Last Login: 05/21/2022


You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

RegisterLogin
+59.2%
since 02/11/2020

+6.7%
1 Year

+22.7%
Ø-Perf. per year

-17.7%
Max loss

-
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

19%

Before a wikifolio can become investable, the following criteria must be fulfilled:
830 / 21 days of test period
22 / 10 Reservations
EUR 27,100 / 2,500 Reserved capital
This wikifolio fulfills all criteria for the status “investable”. Reserve now on a non-binding basis!
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

Feed

Trading Idea

The combination of value and momentum factors has been proven to outperform the market return for a diversified portfolio. Therefore, this portfolio shall be built using value and momentum factors. For the portfolio construction, I plan to apply a three-step analysis to filter out those companies with the best risk-return ratio from the global investment universe. The analysis and selection process shall be as follows: Value Factor: Finding the 10% companies with the strongest undervaluation based on carefully selected value metrics. Quality factor: Filtering the companies with very good fundamentals. Momentum factor: Selecting those stocks with the highest price momentum. This approach was developed based on the "Trending Value Strategy" by James O'Shaughnessy and additionally refined with the quality factor to counteract the classic "Value Trap". The strategy provides for a predominantly long-term investment horizon.

Master data

Symbol

WFEVIVALUE

Date created

02/11/2020

Index level

-

High watermark

170.3

Decision making

Fundamental analysis

Investment Universe

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

More top wikifolios

25 Jahre Börsenerfahrung

Reinhard Seiser

+9.8%
Ø-Perf. per year

Globale Familienunternehmen

Matthias Kühr

+19.5%
Ø-Perf. per year

Tenbagger - Strategie

Jens Jatho

+7.1%
Ø-Perf. per year