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Steady Compounders

Simone Severino

 | Simon12

Last Login: 12/02/2025


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+0.2%
since 3/13/2025

-2.0%
Performance (1mo)

29.3%
Volatility (max)

-18.3%
Max loss

-
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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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

Symbol

WFHIGHQUA1

Date created

03/13/2025

Index level

-

High watermark

114.0

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.