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Smart-Investment

Felix Bultmann

 | Bullinvest

Last Login: 05/18/2020


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+147.1%
since 5/8/2017

+10.9%
Ø-Perf. per year

+3.3%
Performance (1yr)

34.7%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details
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Trading Idea

Dieses wikifolio soll verschiedene Investitionsansätze verbinden. In der Regel sollen dies eine Kombination aus überwiegend langfristigem Value-Investing und kurz- bis mittelfristigen Investitionen in Technologieunternehmen und vereinzelt in Smallcaps sein. Der langfristige Ansatz soll hierbei aber grundsätzlich im Fokus stehen. In entsprechenden Marktphasen soll das wikifolio ggf. durch ETF's und Aktien-Fonds ergänzt werden. Als Informationsquellen sollen hierbei primär Bilanzen, Charts, vertrauenswürdige Nachrichten und eigene Kalkulationen bzw. Screeningmethoden dienen. Ziel des Portfolios soll es sein eine nach Möglichkeit langfristige, kontinuierliche Wertsteigerung zu realisieren.

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Master data

Symbol

WFSMART017

Date created

05/08/2017

Index level

-

High watermark

264.2

Investment Universe

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For the composition of the virtual portfolio click here.