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financials and dividends

Last Login: 02/05/2026


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+2.6%
since 12/19/2025

+1.1%
Performance (1mo)

-
Volatility (max)

-3.3%
Max loss

-
Return/Risk



Portfolio chart

Details
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Trading Idea

Dieses Depot investiert in hoch marktkapitalisierte Banken und Finanzdienstleistern in Europa und den USA. Der Anlagehorziont ist mittel- bis langfristig. Zudem können als Beimischung Geldmarkt- und Anleihefonds bzw. ETFs dienen. Als Anlagekriterium spielen Finanzdaten aus technischer- und fundamentaler Analyse eine Rolle. Weiterhin spielen Erträge aus Dividenden eine Rolle. Käufe und Verkäufe werden in der Regel quartalsweise getätigt. In english: This portfolio invests in large-caps of food and beverage manufacturers in Europe and the US. The investment horizon is medium to long term. In addition, money market funds and bond funds or ETFs can be used as a supplement. Financial data from technical and fundamental analysis plays a role as an investment criterion. Dividend income is also considered. Purchases and sales are generally made quarterly.

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Master data

Symbol

WFFINANDIV

Date created

12/19/2025

Index level

-

High watermark

103.8

Investment Universe

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For the composition of the virtual portfolio click here.