Unicus
Nunc88
Last Login: 2021-09-08
Performance
-
+18.4 %since 2019-10-03
-
+27.3 %1 Year
-
+9.0 %Ø-Performance per year
Risk
-
-34.3 %Maximum loss (to date)
-
1.15×Risk factor
Trading Idea
This portfolio is based on two different kinds of strategies:
1) Fundamental Analysis: Joel Greenblatt: "buying good businesses at bargain prices is the secret to making lots of money!"
- Price-Earnings yield (P/E) is used for valuing companies and to find out whether they are overvalued or undervalued.
- Return on Capital (ROC) to measure the profitability and value-creating potential of companies relative to the amount of capital invested by shareholders and other debtholders.
2) Indicator Analysis: Three out of four
- EMA200
- EMA50
- RSI
- Ichimoku Kinko Hyo show more
1) Fundamental Analysis: Joel Greenblatt: "buying good businesses at bargain prices is the secret to making lots of money!"
- Price-Earnings yield (P/E) is used for valuing companies and to find out whether they are overvalued or undervalued.
- Return on Capital (ROC) to measure the profitability and value-creating potential of companies relative to the amount of capital invested by shareholders and other debtholders.
2) Indicator Analysis: Three out of four
- EMA200
- EMA50
- RSI
- Ichimoku Kinko Hyo show more
Master data
|
Symbol
|
WFR0CEPSMA |
|
Date created
|
2019-10-03 |
| Index level | |
|
High watermark
|
137.4 |
Rules
Investment Universe
Trader
Decision making
- Technical analysis
- Fundamental analysis