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SBM_Ezra

Last Login: 10/10/2025


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-28.2%
since 6/9/2025

-21.8%
Ø-Perf. per year

-25.9%
Performance (1yr)

43.7%
Volatility (1yr)

-0.6
Return/Risk



Portfolio chart

Details
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Trading Idea

The cornerstone of my trading idea is to invest in the most promising companies within Germany’s Technology, Media, and Telecommunications (TMT) sector, capitalizing on the country’s ongoing digital transformation and innovation leadership. I plan to focus primarily on equities, selecting assets from the wikifolio investment universe that include both established large-cap leaders—such as SAP, Deutsche Telekom, and Siemens—as well as emerging mid-cap and small-cap firms in areas like cloud computing, cybersecurity, and digital media. My selection criteria include strong fundamentals (solid balance sheets, healthy earnings growth, and competitive market positioning), clear technological edge, and proven adaptability to evolving digital trends. I also consider ESG factors and management quality to ensure sustainable growth. I intend to hold securities for the long term, with an average holding period of at least one year, minimizing trading frequency to allow investments to compound and reduce transaction costs. For decision-making, I will rely on a combination of reputable sources including company financial reports, sector and market research (e.g., Statista, Bloomberg, Handelsblatt), analyst recommendations, and industry news. This approach aims to ensure well-informed, research-driven investment decisions and consistent performance within the fast-evolving TMT landscape.

Master data

Symbol

WFIKIGAI06

Date created

06/09/2025

Index level

-

High watermark

104.0

Investment Universe

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For the composition of the virtual portfolio click here.