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Warren Buffett EURO SHS SBarej

Staannlley

Last Login: 03/16/2023


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+51.7%
since 5/24/2016

+5.4%
Ø-Perf. per year

+5.1%
Performance (1yr)

8.4%
Volatility (1yr)

0.4
Return/Risk



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Trading Idea

Das Portfolio basiert auf dem aktuellen Wert nach Warren Buffetts Holdinggesellschaft . Ich beabsichtige, Aktien auf lange Sicht zu halten, aufgrund der Dividende. Der Anlagehorizont ist für 10 Jahre berechnet oder mehr. Rebalancing wird auf jährlicher Basis durchgeführt. Genaue Anteil der Sektorgewichtungen genommen wird. (nicht aber 100% - Preis ändern) Sektorale Gliederung von W. Buffett eine Reihe von Aktien halten, wurde in der gleichen über berechnet. Website wikifolio.com ist perfekt Platz fuer Handelideen teilen. The basis of portfolio is holding of W.Buffet (Berkshire Heathaway). Exact proportion of sector weights is taken (slightly different). Then diversification across different big European companies is applied. I suggest to hold the positions longterm. >10 years. Portfolio rebalancing is planned to perform on yearly basis.

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Master data

Symbol

WFWBSM2016

Date created

05/24/2016

Index level

-

High watermark

154.6

Investment Universe

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