Aschenputtell
pantarhei
Last Login: 2021-10-16
Performance
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+223.4 %since 2015-01-05
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+42.4 %1 Year
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+18.9 %Ø-Performance per year
Risk
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-40.9 %Maximum loss (to date)
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0.55×Risk factor
Trading Idea
The decision is made based on current news as well as fundamental analyses.
Strategy:
- investments are to be made in selected small caps from German-speaking countries,
- attention is to be paid to a consistently high diversification here (about 15–20 different titles).
- One should not try to time the overall market or control the cash rate based on market expectations.
- The portfolio expansion should take place slowly via staggered buys and sells.
- Stocks with positive news flow, low valuation and high dividends are to be favored.
Goal:
An attempt is made to achieve a double-digit return per annum over several years. Loss years are deliberately accepted. show more
Strategy:
- investments are to be made in selected small caps from German-speaking countries,
- attention is to be paid to a consistently high diversification here (about 15–20 different titles).
- One should not try to time the overall market or control the cash rate based on market expectations.
- The portfolio expansion should take place slowly via staggered buys and sells.
- Stocks with positive news flow, low valuation and high dividends are to be favored.
Goal:
An attempt is made to achieve a double-digit return per annum over several years. Loss years are deliberately accepted. show more
This is a non-binding translation of wikifolio.com.
Show original text
Master data
|
Symbol
|
WFPANTA002 |
|
Date created
|
2015-01-05 |
| Index level | |
|
High watermark
|
331.0 |
Rules
Investment Universe
Trader
Decision making
- Fundamental analysis
- Other analysis