Steady Compounders
| Simon12
Last Login: 12/02/2025
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applies only to stocks (not to ETFs and structured products)
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Trading Idea
I plan to invest in what I consider to be high-quality companies with a predictable compound interest effect and to hold a concentrated wikifolio. The investment horizon should be predominantly long-term and focussed exclusively on equities. The companies should be selected on the basis of longevity and optionality. The few stocks that I believe have a growing moat due to network effects, switching costs or economies of scale can be included in this wikifolio. Above all, I look for stocks of companies that have a good chance of longevity and are managed in such a way that they can withstand economic cycles and competitive pressures so that they can increase their value over decades, not quarters.
Master data
WFHIGHQUA1
03/13/2025
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114.0