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SustainMent

Julian Mayer

 | SUSInvest

Last Login: 04/02/2024


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+15.9%
since 1/25/2017

+1.6%
Ø-Perf. per year

+2.4%
Performance (1yr)

6.1%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

Details
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Trading Idea

Das wikifolio soll die Grundidee des Value Investing verfolgen. Demnach investiere ich in der Regel in meiner Meinung nach unterbewertete Aktien von etablierten, Cashflow starken Firmen aus Europa, den USA und Kanada. Lediglich Unternehmen, die aus meiner Sicht eine erfolgreiche Vergangenheit mit überzeugenden Zukunftspotenzialen verbinden können, kommen grundsätzlich für ein Investment in Frage. Die Haltedauer der Aktien soll in der Regel von der Entwicklung der Papiere selbst sowie von den gesamtwirtschaftlichen Rahmenbedingungen der Unternehmen, deren Werte gehalten werden, abhängen.

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Master data

Symbol

WFJM94301M

Date created

01/25/2017

Index level

-

High watermark

118.5

Investment Universe

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