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min_var

Last Login: 12/05/2025


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-8.1%
since 2/16/2019

-
Ø-Perf. per year

-
Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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Trading Idea

Nobelpreisträger Markowitz fand heraus, dass man nur auf Aktien setzen sollte, die einerseits hohe und zugleich stabile Erträge bringen. Und die sich andererseits relativ unabhängig voneinander entwickeln. Ein solches Aktienportfolio würde trotz der am geringsten zu erwarteten Risiken eine höhere Rendite bringen als der zu Grunde liegende Index, aus dem die Aktien ursprünglich stammen. Es soll langfristig investiert werden.

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Master data

Symbol

WFMINVAR67

Date created

02/16/2019

Index level

-

High watermark

322.7

Investment Universe

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For the composition of the virtual portfolio click here.