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Value Trade

Felix Cordes

 | FC710

Last Login: 10/18/2023


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+66.7%
since 8/26/2016

+5.5%
Ø-Perf. per year

+9.7%
Performance (1yr)

16.6%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Dieses wikifolio soll in Valuetitel welche meiner Meinung nach eine Unterbewertung vorweisen und eine Marktkapitalisierung von mindestens circa 1 Mrd. Euro besitzen investieren. Die Aktientitel sollen mittel- bis Langfristig gehalten und auf Grund Fundamentaldatenanalyse ausgewählt werden. Außerdem wird versucht das Wikifolo international und Branchenspezifisch zu diversifizieren um Devisen- und Trendschwankungen zu minimieren. Aus meiner Sicht risikoreiche Aktientitel sollen vermieden werden um die Volatilität möglichst gering zu halten.

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Master data

Symbol

WFVALUETRA

Date created

08/26/2016

Index level

-

High watermark

172.9

Investment Universe

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For the composition of the virtual portfolio click here.