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Weltaktienindex

KlugaInvestor

Last Login: 02/15/2023

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Trading idea
Portfolio
Analysis
Trades
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+63.1%
since 7/10/2017
+5.8%
Ø-Perf. per year
0.0%
Performance (1yr)
19.6%
Volatility (1yr)
0.3
Return/Risk

Portfolio chart

Details
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Trading Idea

Der Weltaktienindex soll ein meiner Meinung nach optimal diversifizierter Index sein - zusammengestellt nach der Anlagestrategie von KLUG INVESTIEREN. In einer sorgfältigen Aktienauswahl durch fundamentale Analyse sollen Unternehmen aus möglichst vielen verschiedenen Branchen und Währungsräumen berücksichtigt werden. Es soll überwiegend langfristig und ausschließlich in Aktien investiert werden. Durch eine Buy-and-hold Strategie soll der Weltaktienindex den Charakter des passiven Investierens haben.

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Master data

Symbol

WFWELTIDEX

Date created

07/10/2017

Index level

-

High watermark

174.9

Investment Universe

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