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Trading idea
Portfolio
Key figures
Trades

JfH Diversified Long-Term

JfHResearch

Last Login: 12/31/2021


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+21.8%
since 03/19/2020

-14.3%
1 Year

+9.3%
Ø-Perf. per year

-19.7%
Max loss

0.56
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

15%

Before a wikifolio can become investable, the following criteria must be fulfilled:
833 / 21 days of test period
1 / 10 Reservations
EUR 2,500 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

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Trading Idea

Das JfH Diversified Long-Term investiert global diversifiziert in Aktien, Fonds und ETFs. Die erhaltenen Dividenden werden reinvestiert. Die Performance-Gebühr beträgt 15,00% des Performance-Gewinns. Dieses Portfolio wird selektiv zusammengestellt. Kennzahlen (Cash-Quote, Branchen-Verteilung usw.) können sich jederzeit verändern. Die Positionen sollen mindestens zwei Mal im Jahr umfassend analysiert und gegebenenfalls angepasst werden. Entscheidungen werden transparent kommuniziert.

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Master data

Symbol

WFJFHDIVLT

Date created

03/19/2020

Index level

-

High watermark

145.2

Decision making

Technical analysis
Fundamental analysis
Other analysis

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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