Immobilienfirmen
Mathias76
Last Login: 2021-09-28
Performance
-
+165.9 %since 2013-10-06
-
+14.5 %1 Year
-
+13.0 %Ø-Performance per year
Risk
-
-38.8 %Maximum loss (to date)
-
0.59×Risk factor
Trading Idea
This portfolio is to mainly include equities of German real estate companies and one partner of many real estate companies.
Generally, the positions should be kept rather long-term. It is to be aimed at being invested in equities on principle. Where possible, dividends are to be used for further acquisitions.
The proportion for the positions held should tend to orient itself at the size of the companies, but it should not exceed about 10% and be no less than about 1%. The positions can be adjusted according to market conditions.
German language media are usually used as information sources. show more
Generally, the positions should be kept rather long-term. It is to be aimed at being invested in equities on principle. Where possible, dividends are to be used for further acquisitions.
The proportion for the positions held should tend to orient itself at the size of the companies, but it should not exceed about 10% and be no less than about 1%. The positions can be adjusted according to market conditions.
German language media are usually used as information sources. show more
This is a non-binding translation of wikifolio.com.
Show original text
Master data
|
Symbol
|
WFIMMOBILI |
|
Date created
|
2013-10-06 |
| Index level | |
|
High watermark
|
277.7 |
Rules
Investment Universe
Trader
Decision making
- Fundamental analysis