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Small Cap Opportunity Focus

Jonas Herdegen

 | HerrDegen

Last Login: 01/01/2023


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-18.7%
since 12/30/2020

-19.3%
1 Year

-8.2%
Ø-Perf. per year

-42.7%
Max loss

0.91
Risk factor


Portfolio chart

Details
wikifolio certificate

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

6%

Before a wikifolio can become investable, the following criteria must be fulfilled:
880 / 21 days of test period
7 / 10 Reservations
EUR 6,900 / 2,500 Reserved capital
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I would invest the following amount

EUR 100

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Trading Idea

Dieses Wikifolio soll hauptsächlich in Unternehmen mit kleiner Marktkapitalisierung und zukunftsfähigen Geschäftsmodellen investieren. Der Fokus des Portfolios soll dabei auf Europa, insbesondere Deutschland liegen. Ich lege besonders Wert auf das Wachstum von Umsatz und den Gewinnen pro Aktien in den vergangenen Jahren, sowie einem positiven Momentum der Aktie nach Levy zum Zeitpunkt der Aufnahme ins Portfolio. Zusätzlich sollten die Unternehmen solide finanziert sein.

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Master data

Symbol

WFRWSWLWSR

Date created

12/30/2020

Index level

-

High watermark

91.3

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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