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Core Satellite Portfolio LJ

Last Login: 09/19/2026


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-5.9%
since 2/3/2026

-0.9%
Performance (1mo)

13.9%
Volatility (max)

-13.0%
Max loss

-
Return/Risk



Portfolio chart

Details
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Trading Idea

Core Satellite Portfolio von Lukas und Johann -ein stabiler Kern ca. 55% -65% mit Aktien die eine stabile Rendite in den letzten Jahren aufweisen können mit tendenziell niedrigem Risiko -35%-45% risikoreichere Aktien mit hohen Renditeerwartungen in der nächsten Zeit -> spekulative Aktien ->Aktien die gerade im Trend liegen -> Aktien die durch Impulse sehr stark verändert werden können Ziel: -stabiler Kern um Rendite um um im worst case nicht alles verlieren -risikoreichere Aktien die eine hohe Rendite in einem kurzen Zeitraum ermöglichen können

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Master data

Symbol

WFNIA1B2C4

Date created

02/03/2026

Index level

-

High watermark

104.8

Investment Universe

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For the composition of the virtual portfolio click here.