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Overview
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Trading idea
Portfolio
Key figures
Trades

Aschenputtell

Gerold Dukat

 | pantarhei

Last Login: 05/19/2022


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+186.3%
since 01/05/2015

-6.0%
1 Year

+15.3%
Ø-Perf. per year

-40.9%
Max loss

0.56
Risk factor


Portfolio

Details
wikifolio certificate

Sell

Buy

in EUR

Invested capital

EUR 1,659,901

First issuance

03/25/2015

Certificate fee per year

0.95%

Performance fee

5%

Liquidation indicator

0.4 days

Trading volume

EUR 16,032

This product is currently available in Germany.

wikifolio labels

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Trading Idea

The decision is made based on current news as well as fundamental analyses. Strategy: - investments are to be made in selected small caps from German-speaking countries, - attention is to be paid to a consistently high diversification here (about 15–20 different titles). - One should not try to time the overall market or control the cash rate based on market expectations. - The portfolio expansion should take place slowly via staggered buys and sells. - Stocks with positive news flow, low valuation and high dividends are to be favored. Goal: An attempt is made to achieve a double-digit return per annum over several years. Loss years are deliberately accepted.

This is a non-binding translation of wikifolio.

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Master data

Symbol

WFPANTA002

Date created

01/05/2015

Index level

-

High watermark

330.7

Decision making

Fundamental analysis
Other analysis

Investment Universe

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