Director Dealings Value Stocks

ValuVestor

Performance

  • +8.9 %
    since 2019-05-30
  • +18.8 %
    1 Year
  • +4.7 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -17.8 %
    Maximum loss (to date)
  • 0.29×
    Risk factor
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Trading Idea

This Wikifolio shall pursue a longterm value goal by investing into stocks which either have been on the buy-side of so called "directors dealings" (legal and published insider trading of directors, managers, board members, etc) or are traded at attactive valuations, or preferably both. Blue caps as well as medium and small sized enterprises are planned to be considered. The selection process shall primarily consider aforementioned fundamental valuation criteria as well as historical data, future outlook estimations, turnover growth as well as earnings and cashflow developments, the financial statement (balance sheet) etc, using the companies’ annual reports as one source of information among others.
Since a longterm approach is pursued, so the holding period of any equity can be several years. In addition to the fundamental criteria, stock price trends can be considered.
Besides stocks, depending on the market conditions, also other financial products including ETPs, funds, certificates and options could be considered in the investment universe, as long as it could serve the described longterm approach. In certain market phases, cash reserve could go up to 100%. The quantity of stocks in this wikifolio is neither limited to the lower nor to the upper side, while the target is that each single item value shall not exceed 10% of total holdings. show more

Master data

Symbol
WFVINSIDER
Date created
2019-05-30
Index level
High watermark
108.9

Rules

wikifolio labels

Investment Universe

Trader

Manuel Kany
Registered since 2018-08-18