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Marktboni / Benchmark

Hannes Fuchs

 | FoxInvestments

Last Login: 01/15/2023


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+42.2%
since 4/12/2014

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



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Trading Idea

Das wikifolio soll aus ca. 3 ETFs bestehen, dessen Grundlagen der EuroStoxx 50, der S&P 500 und der MSCI World sind. Damit hat man meiner Meinung nach schon einmal ein sehr breit gestreutes Portfolio. Als Ergänzung soll noch Warren Buffett´s Berkshire Hathaway hinzugefügt werden. Das Portfolio soll regelmäßig am Anfang des Jahres Rebalanced werden. Also die ursprüngliche Gewichtung soll wider hergestellt werden. Diese soll: EuroStoxx: ca. 25%; S&P: ca. 25%; MSCI World: ca. 25% und BRK: ca. 25% sein.

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Master data

Symbol

WFMABONBEN

Date created

04/12/2014

Index level

-

High watermark

142.1

Investment Universe

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