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Megatrends 2.0

Last Login: 02/03/2025


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+18.7%
since 9/15/2015

+1.7%
Ø-Perf. per year

+6.4%
Performance (1yr)

15.2%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

Details
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Trading Idea

Das Portfolio "Megatrends 2.0" soll von den 7 Megatrends profitieren, welche die globale Wirtschaft und Gesellschaft der kommenden Jahrzehnte meiner Meinung nach grundlegend prägen und verändern werden: 1. Globalisierung 2. Urbanisierung 3. Konnektivität 4. Silver Society 5. Nachhaltigkeit 6. Gesundheit 7. Mobilität Unternehmen, die diese Megatrends meiner Meinung nach aktiv gestalten, könnten langfristig eine überdurchschnittliche Performance generieren. Ich möchte daher Aktien analysieren und selektieren, welche von mindestens einem dieser Trends stark profitieren könnten.

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Master data

Symbol

WFMEGATR20

Date created

09/15/2015

Index level

-

High watermark

119.9

Investment Universe

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For the composition of the virtual portfolio click here.