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LongTerm24-48

Last Login: 12/10/2025


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+112.4%
since 10/3/2016

+8.5%
Ø-Perf. per year

+7.5%
Performance (1yr)

34.8%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

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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.

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Master data

Symbol

WFLOTE2448

Date created

10/03/2016

Index level

-

High watermark

214.5

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.