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Trading idea
Portfolio
Key figures
Trades

Szew Grundinvestment

Simon Weishar

 | Szew

Last Login: 06/25/2022


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+420.7%
since 12/30/2014

-21.9%
1 Year

+24.6%
Ø-Perf. per year

-43.6%
Max loss

0.71
Risk factor


Portfolio

Details
wikifolio certificate

Sell

Buy

in EUR

Invested capital

EUR 631,534

First issuance

03/25/2015

Certificate fee per year

0.95%

Performance fee

11%

Liquidation indicator

1.0 days

Trading volume

EUR 22,764

This product is currently available in Germany.

wikifolio labels

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Trading Idea

The wikifolio should consist of a mixture of safe dividend stocks, fundamentally undervalued stocks with chances of a turnaround and to a small extent also of small caps with strong growth potential. The stock assets, especially the turnaround candidates, should generally be held for 6–12 months in order to then be replaced by a new candidate in case of successful turnaround. In my opinion, the most important thing in investments is a good chance-risk ratio from a fundamental perspective. This should be determined by an algorithm I developed, which is intended to reflect the substance and “inner” value of a stock – which is why stocks that deviate as much as possible from their intrinsic value and may therefore develop positively from a value perspective based on my analysis are to be included here. The plan is to mainly rely on securities from Germany and the EU and to invest only in stocks.

This is a non-binding translation of wikifolio.

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Master data

Symbol

WF00SZEW01

Date created

12/30/2014

Index level

-

High watermark

598.8

Decision making

Fundamental analysis

Investment Universe

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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.

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