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Thaleskreis Value-Investing

Kookaburra

Last Login: 10/28/2023


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-14.4%
since 4/12/2017

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details

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Trading Idea

Dieses Wikifolio selektiert europäische und nordamerikanische Aktien gemäß der Kriterien hoher Marktkapitalisierung, Eigenkapitalquote, Eigenkapitalrendite und KGV. Dabei wird pro Branche jeweils nur ein Unternehmen ausgewählt, um eine zusätzliche Diversifizierung zu erzielen. Pro Position sind 5% Anteil am Gesamtportfolio vorgesehen.

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Master data

Symbol

WFVALUTHAL

Date created

04/12/2017

Index level

-

High watermark

85.3

Investment Universe

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