KMCI-Trike

KingMidas

Last Login: 03/24/2022

Overview

News

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+7.5%

since 11/16/2018

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

Portfolio chart

Details

Feed

Trading Idea

Maximale Assets Diversifikation durch minimale Korrelation und minimale Anzahl an Positionen. Rausgekommen sind 3 Werte: - Berkshire Heatherway - der bessere S&P500 "ETF" - Realty Income - Immobilien - Gold - Absicherung Geplant ist eher ein Buy & Hold mit Nachkäufen aus den Realty Income Dividenden. Ziel ist ein Vermögenserhalt, mit optionaler Wertsteigerung. Der Anlagehorizont ist dabei langfristig auf mehrere Jahre ausgerichtet.

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Master data

Symbol

WFKMCITRIK

Date created

11/16/2018

Index level

High watermark

126.1

Investment Universe

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