LongTerm24-48

Performance

  • +78.5 %
    since 2016-10-03
  • +29.1 %
    1 Year
  • +14.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -40.6 %
    Maximum loss (to date)
  • 1.88×
    Risk factor
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Trading Idea

Deutsch:
Langfristig orientierte Investitionen in 24 - 48 weltweite Einzeltitel (Aktien) mit Fokus auf deutsche small- und mid-caps. In der Regel 1 Verkauf und 1 Kauf pro Monat, woraus eine durchschnittliche Haltedauer von 2 - 4 Jahren resultiert. Investiert wird in fundamental günstig bewertete Unternehmen, welche den Markt langfristig outperformen sollten.

English:
Long term oriented investment into 24 - 48 single-stocks worldwide, with a focus on German small- and mid-caps. Usually 1 divestment and 1 investment per month, resulting in an average holding period of 2 - 4 years. Investment targets are companies that are thought to be cheap on a fundemantal basis and therefore should outperform the market in the long run. show more
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Master data

Symbol
WFLOTE2448
Date created
2016-10-03
Index level
High watermark
179.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-10-02

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis