wikifolio index certificate

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Prices per 2017-01-23 – 10:02 pm CET

175.98 EUR

Bid

178.39 EUR

Ask

€ 86,310.69

Invested capital
First issuance 2014-10-22
Certificate fee per year 0.95%
Performance fee 15%

FI Familien-Werte Value GARP

Reference portfolio - Status: Investable - created by JFInvest Prices in EUR
Dividend strategy
Actively diversified
Medium to long term
Regular activity
Loyal investors
Good money manager
Symbol WFVF987654
Date created 2013-08-04
Top wikifolio ranking Points 3,770
Index level 177.18
High watermark 178.70
Performance since creation +77.22%

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Note: This wikifolio trader has 10 further wikifolios. For these, the performance since creation ranges from +63.57% (JF Wachstum & Zukunft) to -10.93% (FI Nachholpotential).

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Trading idea

This investment strategy is to be based on the value idea according to Benjamin Graham. The companies should also have a certain growth. Favourable growth is to be looked for. (GARP, growth at a reasonable price) The companies are to be family-run companies, preferably from the US and Europe. Securities from other regions, e.g. Asia, can be admixed. Other criteria are to be: * Low price-earnings ratio (possibly based on normalized profits) * Dividend (not mandatory) * low KBV (price-book value ratio) * high equity ratio * increasing profits * high ROA (Return on Assets) Stock funds that appear promising may be added as well. If no seemingly advantageous stocks can be found, one may resort to money market funds or buy bond funds or increase the cash rate. I am pursuing this strategy because I expect excess returns compared to the broad stock market. The Internet, newspapers, screeners, etc. are to be used for my information. I intend to hold the securities for more than 5 years if the situation does not deteriorate and I cannot find any better opportunities.

This content was translated by wikifolio.com from German.

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General comment
Publity gekauft, sehr interessantes Unternehmen, wachstumsstark und günstig, gutes Geschäftsmodell
General comment
KPS verkauft, Helma Eigenheim gekauft, beides sind sehr gute Familienunternehmen, wobei Helma günstiger bewertet ist.
General comment
KPS reduziert, nach starkem Kursanstieg, Positionsgröße angepasst, Markel und Fairfax aufgestockt, beides exzellente Unternehmen, vernünftig bewertet
General comment
Wacker Neuson gegen Eckert & Ziegler gekauft, EZ ist wachstumsstärker und günstig, sehr gute Firma
General comment
2G Energy und Leucadia verkauft, Salmar gekauft, auf wachstumsstärkeres Unternehmen gesetzt, das vernünftig bewertet ist.

Take data within the following time period into account for the download:

 

Traded assets
Dividend strategy
Trading style
Actively diversified
Medium to long term
Quality characteristics
Regular activity
Loyal investors
Risk/return
Good money manager
Decision making:
Fundamental analysis, Other 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