PRINCEPS Performance Leaders USA

Ambassador

Performance

  • +37.0 %
    since 2019-10-09
  • +27.6 %
    1 Year
  • +17.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -21.6 %
    Maximum loss (to date)
  • 0.45×
    Risk factor
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Trading Idea

The GOAL is to invest in companies that are about to outperforme the benchmark by factor five to ten over the next five to ten years.

The STRATEGY is to track these companies and buy them when price action confirms uptrending fundamental data.

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Master data

Symbol
WFMP201901
Date created
2019-10-09
Index level
High watermark
139.1

Rules

wikifolio labels

Investment Universe

Trader

Markus Poeppel
Registered since 2014-03-14

Decision making

  • Technical analysis
  • Fundamental analysis