Nimm 5

Performance

  • +32.5 %
    since 2016-09-03
  • -7.1 %
    1 Year
  • +6.6 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -36.5 %
    Maximum loss (to date)
  • 0.68×
    Risk factor
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Trading Idea

Das Portfolio enthält 5 Aktien.
Es werden nur große, unterbewertete Unternehmen berücksichtigt, die Dividende zahlen.
Weitere Kriterien sind internationale Streuung und Investition in verschiedene Branchen.
Anlageentscheidungen werden alle 3 Monate bewertet.
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Master data

Symbol
WFPR010101
Date created
2016-09-03
Index level
High watermark
132.6

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-09-03

Decision making

  • Fundamental analysis