wikifolio index certificate

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Prices per 2017-02-25 – 12:59 pm CET

211.06 EUR

Mid price

€ 150,157.66

Invested capital
First issuance 2013-06-06
Certificate fee per year 0.95%
Performance fee 20%

German Top Momentum

Reference portfolio - Status: Investable - created by maikschwaebe Prices in EUR
Focus GERMANY
Regular activity
Frequently bought
Good money manager
Symbol WF000SWING
Date created 2013-04-10
Top wikifolio ranking Points 4,279
Index level 211.06
High watermark 215.11
Performance since creation +111.05%

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Note: This wikifolio trader has 1 more wikifolio:
Pure Hedge Performance since creation: (-9.96%)
Trading idea

This strategy intends to invest into the top momentum equities among the largest and most liquid German companies, whereby the market should be outperformed in the long run. A specific universe of equities should be sorted and evaluated according to technical criteria, of which a small selection are potential investment candidates. In order to protect the performance as much as possible, the portfolio is hedged with ETFs in volatile times; additionally, the long exposure during expanded bear markets should automatically decrease by the unique selection procedure. All investment decisions are 100% quantifiable in order to keep out emotions as much as possible; only a small window for human intervention exists in order to remove equities that are in special situations such as mergers or acquisitions from the selection. All algorithms and methods being used have been tested by myself for years, have beeen traded for quite some time with real money and have, in my opinion, proven their worth in a variety of different market phases. The investment horizon lies between a few days and several weeks, with hedge positions also able to be opened and closed intraday. The portfolio constantly contains up to about 10 positions, thus intending to invest in a relatively concentrated manner. This strategy is a classic swing trading system and follows a speculative orientation.

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Price (Bid) Piece +/- since purchase
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Order type StatusTime stamp Price Piece Weighting +/-
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General comment
Die +100%-Marke wurde letzte Woche im wikifolio ein paar mal überschritten. Pünktlich zum dreieinhalb Jahre Geburtstag, was einer durchschnittlichen Performance von +22% p/a nach Gebühren entspricht.
General comment
Unsere ursprüngliche hedgeposition wurde gestern bei ca 10450 ausgestoppt. Da das Potenzial für negative Überraschungen heute jedoch sehr gross ist, habe ich mich dazu entschlossen manuell eine neue "aussersystematische" Absicherung anzulegen. Wir sind nun seit 10500 nur ca 20% long. Je nach Ausgang der FED Entscheidung könnte diese Position noch heute wieder aufgelöst werden.
General comment
Nachdem uns die Uebernahme von SLM Solutions Anfang letzter Woche ein neues Rekordhoch beschert hatte, konnten wir auch die letzte Korrektur weitesgehend ungeschadet durchsegeln. Der aktuelle Hedge wurde Freitag morgen aufgelegt und wuerde bei ca 10500 Punkten wieder aufgeloest werden.
General comment
Fuer das erste mal in ueber einem Jahr ist unser Volatilitaets-Indikator auf Level gesunken die ein 100% long ausgerichtetes Portfolio rechtfertigen.
General comment
Bei unserem heutigen Systemupdate, in dem die 110 Dax, MDax und TecDax Aktien gescannt werden, haben nur noch elf Titel unsere technischen Voraussetzungen erfuellt. Das ist ein Tief seit Wikifolio-auflage und bedeutet dass wir mit ein, zwei mehr negativen Tagen keine moeglichen Kaufkandidaten mehr haben koennten.

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Traded assets
Focus GERMANY
Quality characteristics
Regular activity
Frequently bought
Risk/return
Good money manager
Decision making:
Technical analysis
Investment universe:
The trader of each wikifolio can be limited to specific assets of the wikifolio investment universe in their trading. These values are set prior to the issuance (change to status “investable”) and can no longer be changed after that.
Equities Germany: 
Equities DAX, Equities SDAX, Equities TECDAX, Equities other, Equities MDAX
Equities Europe: 
Equities Europe Select
Equities USA: 
Equities Dow Jones, Equities USA Select, Equities NASDAQ 100 Select
Equities hot stocks: 
Equities hot stocks
Equities international: 
Equities Eastern Europe Select, Equities Japan Select, Equities international
ETFs: 
ETFs Latin & South America, ETFs emerging markets, ETFs countries Europe, ETFs North America, ETFs other bonds, ETFs world, ETFs raw materials ETCs, ETFs Germany, ETFs other countries, ETFs DAX, ETFs sectors, ETFs EuroStoxx, ETFs Asia, ETFs Europe bonds, ETFs Europe overall, ETFs basic resources, Other ETFs
Funds: 
Funds real estate, Funds bonds, Funds equities, Funds money market, Funds, Funds mixed
Investment certificates: 
Discount certificates, Bonus certificates, other investment certificates
Leverage products: 
Knock-out products, Subscription warrants, other leverage products
Sales approval:
Germany