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LHZ elegance

Last Login: 06/11/2024


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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.

+195.5%
since 10/31/2017

+14.4%
Ø-Perf. per year

+12.2%
Performance (1yr)

35.0%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

Tags

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Trading Idea

Beforehand: This wikifolio is perhaps not my most serious one... This Wikifolio invests in shares of companies with superior products. Superior products are defined by me and my taste alone. This means that this portfolio does not rely on chart analysis or fundamentals (event though the latter are considered when investing into a specific company). The rules are simple: The available capital is invested in up to 20 companies (10% initial investment if the buy decision is based on first hand impression, 5% if I regard it worthy according to media consumption). If there are not enough targets, the budget will be kept in cash. Companies bought will be re-evaluated after two years. This wikifolio is long-term oriented. If this sounds like a ridicolous concept to you: Time will show whether I am a cretin or connoisseur, respectively whether this strategy works or not.

Master data

Symbol

WFS0280461

Date created

10/31/2017

Index level

-

High watermark

323.7

Investment Universe

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You want access to all the information?

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.