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Small Caps - good Value DACH

Matthias Helmle

 | bengraham

Last Login: 04/03/2026


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+0.8%
since 8/18/2014

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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Trading Idea

In diesem Wikifolio wird in Aktien aus dem deutschsprachigen Raum investiert. Die Aktien sollten einen vergleichsweise geringen Marktwert aufweisen und günstig bewertet sein.Die Aktien werden tendenziell langfristig gehalten. Nach längeren Phasen mit positivem Trend wird eine PUT Option auf den DAX beigemischt. Dies soll als eine Art Versicherung dienen um bestehende Gewinne in einer Marktphase mit negativem Trend zu erhalten.

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Master data

Symbol

WFVALUEDAC

Date created

08/18/2014

Index level

-

High watermark

101.2

Investment Universe

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