The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. The investment universe is set during the emission process and cannot be changed afterwards.

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Alpha indicates the additional return of a wikifolio compared to a benchmark index – a measure of the added value a wikifolio trader achieves through active portfolio management.

Beta shows how sensitively the price of a wikifolio reacts to movements in a reference index.

Volatility measures the intensity of the fluctuation of the daily returns of a wikifolio around their mean value. It is a mathematical quantity (standard deviation) for the risk of an investment.

To make wikifolios more comparable with each other, each published wikifolio receives a score based on 13 different criteria.
According to this score the wikifolios are sorted and are given a place in the wikifolio ranking.

The liquidation indicator makes wikifolio certificates comparable according to their liquidity.

The highest difference in the respective period between a price low and the previously reached high of the wikifolio. Calculation: (price low x 100 / previously reached high) - 100.

Shows the ratio of performance to volatility and thus the return per unit of risk taken. The two components are annualized.

The ratio of the mean of daily returns to their standard deviation. The higher the Sharpe Ratio, the better the performance over the specified period relative to the risk taken. This value is recalculated once a day.

The Sortino Ratio is a variation of the Sharpe Ratio. Instead of looking at total volatility, it looks only at negative excess returns, i.e. downside risk. The higher the Sortino Ratio, the better the performance in relation to the downside risk taken.

The invested capital corresponds to the value of all currently sold index certificates based on the displayed wikifolio.

Sum of all buy and sell orders within the last 30 days of the displayed wikifolio-certificate.

Day of creation of this wikifolio by the wikifolio trader.

The symbol is a short description that is assigned by the wikifolio trader to a wikifolio, consists of alphanumeric characters (A-Z, 0-9), and always starts with WF.

Outperformance: This wikifolio has a significant annual alpha of over 3%. 
Alpha is the extra return that cannot be explained by the market and is attributable to the active portfolio management of the wikifolio trader.

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In this wikifolio, only wikifolio certificates can be traded.

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The wikifolio trader makes his decisions for this wikifolio based on fundamental analysis e.g. global analysis.

The wikifolio trader makes his decisions for this wikifolio based on technical analysis e.g. chart analysis.

The wikifolio trader makes his decisions for this wikifolio based on other analysis e.g. sentiment analysis.

Trading style: In the last six weeks or since its creation, there have always been at least ten different securities in the wikifolio. 

wikifolios of wikifolios neither contain a certificate fee nor a performance fee. There are no extra fees or charges for wikifolio certificates contained in the wikifolio.

The prices shown have been converted and may differ from the actual price to be paid.

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In Germany, Austria, and Switzerland, investors can buy wikifolio certificates at the stock exchange. These open-ended index certificates track the performance of a wikifolio 1:1.
 The displayed data is a preview only – additional details for investable wikifolio certificates are available exclusively in the German version of wikifolio.com.

Dieses Dach-Wikifolio soll in bis zu 20 verschiedene Wikifolios investieren. Ziel dabei soll sein, durchschnittliche Wachstumsraten von >20% p.a. zu erzielen. Die Anlageschwerpunkte der Wikifolios sollen dabei in verschiedene Länder, Branchen, Assets und Strategien diversifiziert sein.
Die Wikifolios sollen 1 mal im Monat überprüft werden und ggf. können weitere Wikifolios in das Portfolio gekauft oder bestehende verkauft werden. Grundsätzlich soll jedoch das Ziel sein, die Wikifolios langfristig zu halten.
Sobald dieses Dach-Wikifolio investierbar ist, werde ich selbst darin investieren.
Die Wikifolios im Dach-Wikifolio sollen möglichst gleich gewichtet sein. Ggf. soll ein rebalancing vorgenommen werden.

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This wikifolio has reached a new annual high with the price of %PRICEWITHCURRENCY%.

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The wikifolio Wachstum & Diversifikation has existed since 2018 and trades wikifolio certificates. Learn more about Wachstum & Diversifikation here!

Wachstum & Diversifikation

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