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World Crisis inflation hedge

Ozan Caglar

 | Goldmaster

Last Login: 10/15/2026


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+38.6%
since 3/18/2021

+6.0%
Ø-Perf. per year

+19.7%
Performance (1yr)

16.1%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Trading idea A) Content of the wikifolio: This wikifolio is intended to invest primarily in precious metals ETFs and defensive and anti-cyclical stocks. The motto should be inflation protection, value investing and profits despite crises. To reduce risk, the wikifolio should be defensive and diversified by industry. For the same reason, other ETFs and anti-cyclical stocks are also to be included. B) Decision-making The decision-making should be based on fundamental analysis, in particular book value, equity and P/E Ratio should be considered. As part of the fundamental analysis, factors such as the economic cycle, interest rates and inflation should be included. Industry and regional analysis should also be carried out. The financial policy of the central banks and parliaments should also be taken into account. Qualitative and quantitative company analysis should be also considered. Regarding all asset categories: The purchase idea, i.e. the entry in the event of a setback as a favorable entry opportunity from my point of view (recovery approach), should also be used. Stocks of companies that could continue to be shrinking should be avoided. Directors dealings and share buyback programs should also be considered. C) The investment horizon should be largely long-term.

Master data

Symbol

WFWORLDCRI

Date created

03/18/2021

Index level

-

High watermark

138.9

Investment Universe

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For the composition of the virtual portfolio click here.