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Levermann Strategy

Last Login: 01/07/2021


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-12.7%
since 2/21/2019

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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Trading Idea

Dieses Wikifolio repliziert die Anlageidee von Susan Levermann in einem weltweiten Portfolio. Die Aktien werden wöchentlich anhand von 13 Parametern überprüft. Jede Aktie sollte zum Zeitpunkt des Kaufs eine Größe von 5% des Portfoliowerts aufweisen. Ein Screening und die Aktualisierung des Portfolios werden jeden Freitag durchgeführt, falls dies aufgrund der Indikatoren erforderlich ist. "Günstig kaufen, teuer verkaufen" Die Strategie empfiehlt den Kauf von Aktien, die bei Large Caps mindestens 4 Punkte erreichen. Kleine und mittlere Unternehmen sollten sogar mindestens 7 Punkte erreichen, da diese höheren Risiken ausgesetzt sind. --------------------------------------------------------------------------------------- This wikifolio will replicate the investment idea of Susan Levermann in a worldwike portfolio. The Stocks will been screened trough 13 parameters on a weekly basis. Each share should have a size of 5% of the portfolio value at the time of buying. A screening and the portfolio update will be done each Friday, if necessary based on the indicators. "Buy cheap, sell dear" The strategy recommends buying stocks that score at least 4 points if they are large caps. Small and mid caps should even reach at least 7 points, as smaller companies are exposed to higher risks.

Master data

Symbol

WFWFLEVERM

Date created

02/21/2019

Index level

-

High watermark

88.2

Investment Universe

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For the composition of the virtual portfolio click here.