Industry Leaders
Silvan Nötzli
| SilvanN
Last Login: 01/22/2024
+40.6%
since 2/4/2020
+8.2%
Ø-Perf. per year
+19.7%
Performance (1yr)
17.3%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
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Trading Idea
Investments in leading companies often lead to lower risks and higher performances. But which companies are industry leaders and which shares can I buy at a fair price? We carry out an initial screening using statistical models. Then we go into the in-depth analysis until we finally have a portfolio of about 40-50 stocks left, which we buy. Both large and small companies are included in the portfolio. The average holding period is several years.
Master data
Symbol
WFINDULEAD
Date created
02/04/2020
Index level
-
High watermark
147.4