wikifolio index certificate

more information

Prices per 2017-01-24 – 10:14 am CET

331.06 EUR

Bid

334.92 EUR

Ask

€ 15,476,350.56

Invested capital
First issuance 2013-01-17
Certificate fee per year 0.95%
Performance fee 5%

Qualität, angelehnt an Susan Levermann

Reference portfolio - Status: Investable - created by Leise Prices in EUR
Focus GERMANY
Dividend strategy
Actively diversified
Medium to long term
Regular activity
Bestseller
Loyal investors
Frequently bought
Symbol WF00QUINTE
Date created 2012-11-12
Top wikifolio ranking Points 5,225
Index level 332.99
High watermark 330.49
Performance since creation +233.39%

You want access to all the information?

  • All key figures
  • The current portfolio
  • Each trade in real time
Register now
Trading idea

A book well worth reading about stock investments was written by Susan Levermann in 2010. The title is “Der entspannte Weg zum Reichtum” (the relaxed way to wealth) and it is perhaps a little misleading since some work does have to be performed in order to walk that route. Available as a paperback for only € 11.90! Ms. Levermann outlines the numerically measurable parameters which, in the past, pointed to above-average performance in the future. Fairly easy to understand: Stocks with a small price earnings ratio, a high equity ratio, a high EBIT margin, high return on equity (and other factors) have a relatively promising future ahead of them as experience has shown. In her book, Ms. Levermann has now developed a list that looks at twelve different aspects of each stock. The checklist I use concerns small to medium sized companies. There is a – slightly – different list for companies with a market capitalization of more than 5 billion euros. Stocks get a point, no point or a minus point for each parameter. Example price earnings ratio: If the price earnings ratio for the current year is less than twelve, there is a point. If it is between twelve and sixteen, no point is given. If it is over sixteen, there is a minus point. I get nearly all the 12 necessary details from the website of CortalConsors. A brokerage account that I created for observation in January 2011 was at about +33% by the end of February 2013. The Dax made about 11% in that time, the S-Dax (which resembles the virtual portfolio value more closely) made +16%. (The brokerage account performance is inclusive of all interim profits/losses, dividends, brokerage account costs). The brokerage account contains between ten to fifteen German stocks (I can only cover the point “analyst expectations” and “earnings revisions” from German stocks, therefore this limitation). Mostly boring, little known, unsexy securities from the second and third row. Often with relatively high dividend payments (although the point “dividend return” does not appear in the list by Levermann). Once a week, I go through the securities in the brokerage account, and about once a month, I replace a stock that has fallen below the minimum number of points (i.e. 3 points or less) with a stock the system has assessed as worth buying (7 points or more). This systematic, regular monitoring and the minimum score to be achieved make for a beautiful, ruthless sell discipline. I consider the risks of such investments manageable. They are probably smaller than with any German stock investment, since (see above) boring, conservative points and no self-deluding market or trend feelings are used for the valuation.

This content was translated by wikifolio.com from German.

Don't miss out on anything!

To see the current portfolio of this wikifolio, please create an account.

Register now
Price (Bid) Piece +/- since purchase
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %
XXXXXXXXXX XXXXXXXX
XXXXXX123456
XX,XXX XXX (+X,XX %) X,X %

Don't miss out on anything!

To see all the trades in this wikifolio, please create an account.

Register now
Order type StatusTime stamp Price Piece Weighting +/-
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
XXX XX XXXXXX XXX
XXXXXX123456
Quote Kauf
Ausgeführt
XX.XX.XXXX XX:XX
123,123 123 N/A
N/A
General comment
An der Zusammenstellung dieses Wikifolios ändert sich auch an diesem Montag, an dem ich alle Werte auf Tauglichkeit überprüft habe, nichts. Alle erhalten mindestens vier Punkte auf der von Susan Levermann entwickelten Checkliste. Mehr dazu im Buch "Der entspannte Weg zum Reichtum" von Susan Levermann. Für schmale € 11,90 im Buchhandel erhältlich.
General comment
Die heutige montägliche Überprüfung der oben aufgeführten Aktien zeigt alle Werte in zufriedenem Winterschlaf. Also: Keine dramatischen Verkäufe.
General comment
Wieder einmal die Mahnung der Wikifolio Leute, ich solle doch bitte den Cash-Bestand im grünen Bereich halten. Deshalb jetzt der Verkauf einiger, weniger Accentro Real Estate Aktien.
General comment
Ein ereignisloser Überprüfungsmontag: Alle Aktien erreichen mindestens vier Punkte auf der Bewertungsskala von Susan Levermann. Also muss keine Position dieses Wikifolios verkauft werden.
General comment
Von den Wikifolio Leuten erhielt ich heute Morgen eine Nachricht, ich solle doch bitte etwas gegen den "negativen Cashbestand" im Wikifolio tun. Das ist mit dem klitzekleinen Verkauf von einigen Eurokai Aktien geschehen. Die Kassenlade klingelt nun wieder munter beim Auf- und Zuschieben.

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

 

Traded assets
Focus GERMANY
Dividend strategy
Trading style
Actively diversified
Medium to long term
Quality characteristics
Regular activity
Bestseller
Loyal investors
Frequently bought
Decision making:
Fundamental 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, Switzerland