• -8.9 %
    since 2017-10-26
  • -22.4 %
    1 Year
  • -2.9 %
    Ø-Performance per year
All fees have already been deducted


  • -45.6 %
    Maximum loss (to date)
  • 0.64×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio, the performance-chart and sustainability-score please register now - for free.


Trading Idea

This portfolio invests worldwide. The portfolio is almost 100% invested all the time. The goal is to invest in 8 shares. The shares are only bought if they are 25% below their last high.

The criteria according to which the shares are to be assessed and valued are:

- price / earnings ratio
- enterprisevalue / ebit
- dividend yield
- dividend distribution rate
- price / bookvalue ratio
- Credit rating of Standard and Poor's
- equity ratio
- quality of the business model
- consistency of sales
- how well the equity can be monetized
- number of dividends per year

I myself invest my own money exactly as in this portfolio, so this is also my only wikifolio. The only exception is when I buy a share with my private portfolio that is not tradable on wikifolio. In this case I will hold a monetary position, or choose an alternative stock.
I would be glad if I can help you with my experience and effort. show more

Master data

Date created
Index level
High watermark


wikifolio labels

Investment Universe


Registered since 2017-10-26

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis