Aloha - Global Trends World

MaxiScalibusa
MaxiScalibusa

Performance

  • +27.8 %
    since 2016-09-22
  • +7.0 %
    1 Year
  • +5.7 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -14.1 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

Aloha - Global Trends World - ETF & Funds - Long & Short

This portfolio is intended to invest in global trends, funds and ETFs (exchange traded funds) that in my opinion are profiting from changes in the world. Changes are usually a main driver for global trends such as digital transformation, industrial development and sustainability. ETFs and investment funds related to products and services which in my opinion have got a growth potential and support sustainable trends in various fields (e.g. nutrition, energy, technology or health), should be chosen. The goal is to participate in this development with this portfolio. The selection should be based on technical analysis. The time frame should generally be predominantly long-term. However, short-term transactions could be possible. For security and hedging purposes, short ETFs could be used in falling market phases. The distribution should be adapted to current developments in the respective markets, sectors and countries. The goal is to follow the trend and achieve a possibly steady return. show more

Master data

Symbol
WFMYINVEST
Date created
2016-09-22
Index level
High watermark
132.7

Rules

wikifolio labels

Investment Universe

Trader

Jörg Zimmer
Registered since 2015-10-15

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis