Skip to content
Register

Spezialwerte

Thomas Dittmer

 | tonipolster

Last Login: 12/05/2024


Overview
Feed
Trading idea
Portfolio
Analysis
Trades
blank

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

RegisterLogin
+274.1%
since 1/22/2013

+11.7%
Ø-Perf. per year

+2.4%
Performance (1yr)

10.0%
Volatility (1yr)

0.9
Return/Risk



Portfolio chart

Details

Tags

Feed

Don't miss any more comments
Add this wikifolio to your watchlist now and track all comments and highlights directly in your feed.
Discover your feed

Trading Idea

- The portfolio should primarily be governed by the principles of “Value Investing”, i.e. securities whose intrinsic value is greater than the current market price should be included - So-called second-line securities that are mainly German and listed below their intrinsic value due to special situations, for example due to low analyst coverage or other “corporate events” such as takeovers, squeeze-outs, turnaround phases, management changes, etc. should be included in the portfolio. - In addition, foreign securities, ETFs or funds may also be included as “admixture” due to special company situations or for hedging purposes. - Particularly in the area of second-line stocks one often finds, in my opinion, significantly undervalued companies so that the increased analytical effort should pay off in this case. Large caps, on the other hand, are usually observed by a large number of analysts, so that incorrect valuations can only be found rather rarely. - The precise reason why, in my opinion, value investing is convincing is that one is forced to think like an entrepreneur: As a shareholder, one buys a share of a company and thus regularly takes part in the increase in value the company achieves by means of products and services sold. That is why it is essential with this strategy to think about how the company can develop over the long term and what entrepreneurial risks exist. - On principle, no secondary sources (market letters, newsletters, etc.) will be consulted; however, primary sources such as annual reports, press releases, prospectuses and other company records are read all the more intensively in order to verify the valuation of the company on the stock exchange. Research reports by analysts may be helpful in individual cases, with the author’s descriptive analysis being the prime focus as opposed to their judgment (“buy”, “hold”, “sell”) or price target. - On principle, the portfolio will tend to concentrate only on a few securities and therefore not be overly diversified. Therefore, major downward swings cannot be excluded in the event of incorrect estimations of individual securities. This risk is countered by an intensive analysis of the company. - Likewise, losses may occur due to the focusing on special situations when the expected business events do not happen as planned. - The holding period is significantly influenced by the underlying investment decision: In the case of undervalued second-line stocks with no special company event, one regularly sells as soon as the “fair” value of the company is reached. In these cases, the holding period is planned to be more long-term. In special situations and corporate events such as takeovers, management changes, squeeze-outs, spin-offs, etc., the company is held on principle until the event occurs. Here, the holding period is expected to be more medium-term.

This is a non-binding translation of wikifolio.

Show original text

Master data

Symbol

WF00200775

Date created

01/22/2013

Index level

-

High watermark

380.8

Investment Universe

blank

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

More top wikifolios

Top Hedge

Ralph Markus Sonderhüsken

+15.0%
Ø-Perf. per year

Investment 4.0

Dr. Philip Bußmann

+14.6%
Ø-Perf. per year

Global Defense and Security

Marco Jansen

+30.9%
Ø-Perf. per year

Selektion nach Leverm.(offensiv)

Thomas Spier

+14.4%
Ø-Perf. per year

Artificial Intelligence

Thomas Schuster

+19.4%
Ø-Perf. per year

Qualität, angelehnt an Susan Levermann

Stephan Pflug

+13.7%
Ø-Perf. per year

TREND-SURFER

Torsten Maus

+8.5%
Ø-Perf. per year

Minus Sinus Value Select

Christoph Neemann

+15.3%
Ø-Perf. per year

Invest Only In The Best!

Patrick Kranz

+13.3%
Ø-Perf. per year
Discover
  • Current wikifolios
  • Investment trends
  • wikifolio traders

+49 (0) 211 247 907 70service@wikifolio.com
GTCImprintData protectionCookie declaration
2024 © wikifolio Financial Technologies AG