MRetInvest

Florian Rabe
  • +15.8 %
    since 2018-09-11
  • -8.2 %
    1 Year
  • +13.6 %
    Ø-Performance per year
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Trading Idea

This wikifolio is focused on the investment in stocks, particularly in shares of companies in special situations. By way of example, special situations may include situations where a company’s profits are expected to produce a positive turnaround; companies that may become takeover targets; or companies whose profits are expected to exhibit strong growth over the coming years. Fundamental analysis is key to the selection of investments. Important criteria would include the perceived quality of management; growth of market and relative market position of the company; strength of the balance sheet (gearing ratio, net debt/cash position), and parameters like the price earning ratio and the dividend yield. Technical (chart) analysis is planned to get used to enhance the timing of the investment decisions (e.g. trend channels, MACD and relative strength indicators). Information sources used as input into the selection would include various publications including annual reports and financial statements published by companies; stock market letters; and daily publications. In the absence of exceptional circumstances, the portfolio is planned to hold no less than 10 different investments at any point in time in order to benefit from risk diversification; but usually also not more than 30.
The holding period may be longer than one year for the minority of investments but is expected to usually range from one to several months. In exceptional cases stocks may also get sold already after a few days (e.g. when stop loss orders kick in, or when exceptional profits have been made right after investing into a stock).
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Master data
Symbol
WFMAXRETRN
Date created
2018-09-11
Index level
High watermark
126.5

Rules

wikifolio labels

Investment Universe

Trader

Florian Rabe
Registered since 2018-03-16

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis

Comments

Comment on INTL BUS. MACH. DL-,20

Sold IBM today. The stock is fine but dividends are not being credited by Wikifolio and the IBM dividend is considerable so I plan to buy back post exDiv date.

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Comment

Today a nice entry position in Alibaba bought. In my view, the online shop + Alipay alone justify the valuation, and there are many smaller ventures some of which should make good money. Also not to forget the huge value of the data Alibaba is collecting on consumers. Of course the valuation is impacted by the trade conflict but at this moment this seems like making it an opportunity. The potential is big and the valuation not aggressive. Depending on how quickly the stock moves I am planning to buy a little more later.

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Comment

MRetInvest has recovered nicely recently, in line with the markets. There is little to no interest of investment funds in German small caps these days, otherwise the performance would be even better. In the long term, small caps tend to outperform large caps, so it may just need a little patience.

Given the partial sales of PNE and GK Software, we have a bit more liquidity at the moment. Quite a few potential investments in the pipeline, expect a new position coming in soon.

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Comment on GK SOFTWARE

Sold half of the GK position today, very close to the original purchase price. Whilst the longer term outlook remains positive, the exit from SAP as a shareholder takes some phantasy out of the equation.

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