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Nebenwerte Deutschland

Christian Neubauer

 | Nebenwerte

Last Login: 02/16/2024


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+82.7%
since 3/22/2013

+5.7%
Ø-Perf. per year

-12.5%
Performance (1yr)

14.5%
Volatility (1yr)

0.3
Return/Risk



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Trading Idea

The investment focus is to be on German small caps, which, in my estimation, have price potential due to low valuations, high growth rates, a strategic reorientation or a special market position. The selection of equities is to be primarily based on fundamentals, technical aspects are to play a subordinate role. All assets in the portfolio are on principle to be weighted similarly when buying; however, weighting shifts which are not automatically or regularly adjusted can arise from price movements. The investment universe should contain equity assets from Germany as well as hot stocks, but there no demand for market capitalization or index inclusion. Generally, the aim is to keep at least 5 securities and a maximum of 25 securities in the portfolio. In times of high valuation or lack of attractive investment opportunities, the cash quota may be increased to up to 100%, however. A fixed investment horizon does not exist, the securities are held as long as the reasons which underlay the decision to buy are still valid.

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Master data

Symbol

WFMSTECDAX

Date created

03/22/2013

Index level

-

High watermark

189.0

Investment Universe

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