LTS and Cashflow Yield

TobiasF
TobiasF

Performance

  • +14.7 %
    since 2021-01-06
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -7.7 %
    Maximum loss (to date)
  • 1.11×
    Risk factor
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Trading Idea

The strategy should focus on value stocks with a strong book therefore long-term support (LTS), as well as bolstered by a strong cash flow yield.

The stocks should be rotated once a month to recalculate the latest highest cash flow yields dependent on quarter earnings based on highest value, or in case there are changes in the underlying data. Therefore the trades are by tendency rather short-run focused.

The assessment is done on Finviz and Traderfox, as there is a heavy focus on US stocks within the value sector. As strong value factor is most prominent is rather smaller capitalized stocks, therefore they should experience a higher risk/return ratio than usual.

Factors the portfolio focuses on are: Small & Mid-Cap, Value and partially Momentum. show more

Master data

Symbol
WFXXLTSCFY
Date created
2021-01-06
Index level
High watermark
119.9

Rules

wikifolio labels

Investment Universe

Trader

Tobias Friemelt
Registered since 2014-08-10

Decision making

  • Technical analysis
  • Fundamental analysis