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Fundamental Stars

Kookaburra

Last Login: 10/28/2023


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+29.9%
since 12/17/2018

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details

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Trading Idea

Das Wikifolio investiert in Aktien auf Basis einer Fundamentalanalyse, wobei u.a. folgende Kriterien berücksichtigt werden: - Historisches Wachstum - Effizienz- und Renditekriterien (ROA, ROCE, ROE, usw.) - Stabilität/Verschuldung (Gearing, Equity Ratio, Cash Ratio, usw) - Multiplikatoren (PE, PEG, Cashflow-Yield, usw.) - Value (DCF, Amortisation, F-Score, usw.) Das Wikifolio-Vermögen wird auf 10 Positionen aufgeteilt, welche regelmäßig überprüft und ggf. ersetzt werden können.

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Master data

Symbol

WFFUNDSTAR

Date created

12/17/2018

Index level

-

High watermark

129.3

Investment Universe

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For the composition of the virtual portfolio click here.

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