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Mawero Kapitalaufbau1

Dieter Sebastian

 | Mawero

Last Login: 04/19/2024


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+97.9%
since 5/18/2013

+6.5%
Ø-Perf. per year

+2.7%
Performance (1yr)

10.1%
Volatility (1yr)

0.5
Return/Risk



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Trading Idea

The aim of this portfolio is to achieve a long-term capital structure by combining an investment that is as steady and conservative as possible with a higher risk (so-called “risky”) investment through consistent application of the “Modern Portfolio Theory”. How can this goal be achieved? What can the conservative and more risky investment consist of and how can they be combined? The conservative investment may be formed of a portfolio of mixed, bond and stock funds. Although it is subject to volatility, a positive performance can be expected over a period of several years, in my view. The riskier investment may be formed as follows: A portfolio with the lowest possible risk (called portfolio with minimum variance or tangent portfolio) is to be calculated from a database with stocks from the DAX, MDAX, TecDAX, SDAX, other stocks Germany and from the EUROSTOXX50 across all industries. I believe the best possible return (profit) can be achieved with this intended portfolio. The basis for calculations are to be the closing stock prices (more specifically the returns) of the respective past 53 weeks. Using the same method and with the then new stock prices, the corresponding portfolio can be calculated a few weeks later as a risky component of the overall portfolio, and the stocks in the Mawero virtual portfolio can be adjusted accordingly. In the event of an unfavorable market situation as is to become apparent from the calculation of an indicator, all securities of the Mawero virtual portfolio may be sold and the proceeds held as cash position or in a money-market fund in the Mawero virtual portfolio. The conservative investment may persist. About 60% of the initial capital of the portfolio is to be invested in the conservative investment, about 40% in the higher-risk investment. This ratio can be adjusted annually or, as needed, more frequently. The basis of the Mawero strategy is the intention to make the entire stock selection for a portfolio exclusively on the basis of algorithms and mathematical calculations. The human being with their experience-based, subjective feeling is not to play a role in this strategy. The portfolio generally includes stocks, pension, mixed, stock and money market funds as well as cash, no short sales, no leverage. Thus, artificially high risks are to be avoided.

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Master data

Symbol

WFMAWEROKA

Date created

05/18/2013

Index level

-

High watermark

205.5

Investment Universe

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For the composition of the virtual portfolio click here.

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