Aschenputtell

pantarhei

Performance

  • +176.5 %
    since 2015-01-05
  • +39.0 %
    1 Year
  • +17.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -40.9 %
    Maximum loss (to date)
  • 0.62×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio, the performance-chart and sustainability-score please register now - for free.

Register

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
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
284.7

Rules

wikifolio labels

Investment Universe

Trader

Gerold Dukat
Registered since 2012-12-15

Decision making

  • Fundamental analysis
  • Other analysis