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Passiv-Invest

Medun

Last Login: 03/16/2024


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+96.2%
since 4/21/2017

+10.1%
Ø-Perf. per year

+29.2%
Performance (1yr)

17.6%
Volatility (1yr)

0.4
Return/Risk



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Trading Idea

Zwecks Diversifikation wird das Wikifolio immer um die 100 Unternehmen abbilden. Diese sollen überwiegend mittel- bis langfristig gehalten werden. Die im Portfolio befindlichen Werte sollen regelmäßig bewertet und nach einem klar definierten Regelwerk gehalten oder ausgetauscht werden. Analysemethode soll in der Regel die fundamentale Analyse sein.

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Master data

Symbol

WFINPASSIV

Date created

04/21/2017

Index level

-

High watermark

200.6

Investment Universe

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