Fokusinvest
Last Login: 2020-11-21
Performance
-
-8.9 %since 2017-10-26
-
-22.4 %1 Year
-
-2.9 %Ø-Performance per year
Risk
-
-45.6 %Maximum loss (to date)
-
0.64×Risk factor
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
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
Symbol
|
WFFOKUSINV |
Date created
|
2017-10-26 |
Index level | |
High watermark
|
116.7 |
Rules
Investment Universe
Trader
Registered since 2017-10-26
Decision making
- Technical analysis
- Fundamental analysis
- Other analysis