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Finqube Global Select

Finqube

Last Login: 05/31/2024


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+39.6%
since 1/1/2023

+26.7%
Ø-Perf. per year

+23.7%
Performance (1yr)

14.8%
Volatility (1yr)

1.7
Return/Risk



Portfolio chart

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Trading Idea

This Wikifolio is designed to be globally diversified and invested for the long-term. As the portfolio is globally positioned, it contains stocks from Europe, Asia, but mainly from the US, as the American exchanges still make up the majority of the market capitalization of all publicly traded companies. Additionally, America is a leader in innovation and entrepreneurship, which is reflected in the growth and valuation of these stocks. Portfolio Selection: The portfolio consists of stocks that are either: a) well-known global brands, b) shaping or influencing daily consumption, or c) innovative, digital or technology driven. At the outset, 75% of the available capital will be invested in 74 stocks and VanEck Bitcoin ETNs (DE000A28M8D0) (75 positions each equally weighted at 1%) to be optimally diversified and globally positioned. The remaining 25% will be held in cash for the time being. Investment Idea: The goal is to have a diversified portfolio of growth and value stocks. However, there is a slight overweight in tech stocks, especially in the chip sector, as our future is heavily dependent on this sector, and therefore, the greatest growth potential should be present here. However, the investment strategy is not a pure buy-and-hold strategy, but rather a buy-check-and-hold strategy to be able to react to changes in the company's strategy or long-term outlook. Sources: Various platforms are used as information sources, but primarily our own financial platform, which focuses on the analysis of stocks, ETFs, and indices.

Master data

Symbol

WFINQUBE01

Date created

01/01/2023

Index level

-

High watermark

141.1

Investment Universe

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For the composition of the virtual portfolio click here.

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