Vierteljaehriges Rebalancing DE

Hathor

Last Login: 05/06/2024

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-13.6%

since 1/5/2022

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

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Trading Idea

4 mal im Jahr wird geschaut, welche Indexaktien in der jeweils ersten Handelswoche den besten Start hatten. Es wird in die jeweils 10 besten Werte aus DAX, MDAX und SDAX investiert. Insgesamt also 30 Werte im WF. In jedes Instrument wird ca. 3,3% investiert. Auf Hedging wird verzichtet. WF Aufbau: Januar 2022 Nächste Anpassungen: April, Juli, Oktober, Januar nächstes Jahr

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Master data

Symbol

WFMJ4RMQ3I

Date created

01/05/2022

Index level

High watermark

84.6

Investment Universe

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Vierteljaehriges Rebalancing DE

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