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TameBoar Dividend Boost

TameBoar

Last Login: 03/07/2024


Overview
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Trading idea
Portfolio
Key figures
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+25.9%
since 1/1/2021

+7.1%
Ø-Perf. per year

+16.0%
Performance (1yr)

12.8%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details

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Trading Idea

- Fokus auf Dividendentitel mit hoher Rendite und/oder Aufwertungspotential - Fokus auf Fundamentaldaten - 15-30 Aktien - maximal 5% des Portfolios pro Titel bei initialer Investition - Initiale Allokation zwischen 3-5% basierend auf Confidence Level und Rendite - Weltweite Aktienauswahl mit Fokus auf Nordamerika und Europa - Fokus auf Marktkapitalisierung über 1 Milliarde USD, idealerweise >10 Mrd US ______________________ - kein Rebalancing - keine ESG Kriterien - keine ETFs, Fonds, Forex, Crypto oder Commodities (nur Aktien) - keine Hebelzertifikate - kein Day-Trading - kein Trend-Following

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Master data

Symbol

WFTBGLDVD1

Date created

01/01/2021

Index level

-

High watermark

127.3

Investment Universe

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