LHZ elegance

  • +23.3 %
    since 2017-10-31
  • +24.9 %
    1 Year
  • +9.2 %
    Ø-Performance per year
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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. show more
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Registered since 2014-02-05



Buying Blackrock for the fact that it relies heavily on steady fees for its business model. Also, the price-earnings-ratio is quite nice, considering the interest environment. The decisive factor however is that Blackrock controls about 50% of the ETF market, resulting in immense voting rights. Even though I do not think, that this power is systematically abused, I can not imagine, that there is no subconscious behavior favoring Blackrock. This appears to be a strategic advantage. Unfortunately, there was not enough cash for the purchase of the aspired 5%points buy of Blackrock. I will compensate this by buying another 31 Blackrock shares as soon as sufficient cash is available.

Considering the macroeconomic environment, it was tempting to keep the cashflow from the Alphabet sale as cash. This is however not the primary policy of this Wikifolio. Also I do believe that with the improving Brexit-perspective and the dawning end to Trump's presidency (be it by impeachment of by failed reelection) there is considerable opportunity in the market.

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