Zum Inhalt springen
Registrieren

MonsfortPermanentLight

Markus Kalter

 | MonsfortCapital

Letzter Login: 20.12.2024


Überblick
Feed
Handelsidee
Portfolio
Analyse
Trades
blank

Du willst Zugang zu allen Infos?

Um das aktuelle Portfolio dieses wikifolios, den wikifolio Chart, alle Kennzahlen und bisherigen Trades zu sehen, registriere dich jetzt – völlig kostenlos.

RegistrierenLog in
-9,0 %
seit 25.09.2019

-1,8 %
Ø-Perf. pro Jahr

+5,6 %
Performance (1 J)

8,2 %
Volatilität (1 J)

-0,2
Rendite/Risiko



Portfolio Chart

Details

Merkmale

Feed

Handelsidee

Having an immutable asset allocation that continually yields profit seems to be the holy grail of the investment world. The most famous approach is probably that advocated by Harry Browne during the 1970s and 80s. The basic tenets are that the future can not be predicted and that a fixed diversification across asset classes, which should be upheld at all times, protects against unforeseen developments. Browne´s classic allocation calls for 25% in shares, 25% in gold, 25% in bonds (long-duration bonds) and 25% in cash (short-duration bonds). This allocation is aimed at performing equally well during the four economic conditions of prosperity, inflation, deflation and recession or possible combinations. „MonsfortPermanentLight“ is based on these assumptions, but will deviate from the set rules, mostly by taking a different view on asset classes. It should have these four sectors: 1. ENTREPRENEURSHIP: shares via managed and passive funds: approx. 25% 2. SOVEREIGNS: mostly gold, to a lesser extent silver, a small allocation to Bitcoin, all via ETPs: approx. 25% ("Sovereigns" doesn´t refer to bonds here, but to assets independent from third parties) 3. CREDIT: manged and passive funds, which provide a mostly global exposure to bonds from various issuers; a short-duration vs. long-duration approach similar to Harry Browne´s might be used: approx. 25% 4. SYSTEMIC RISK MITIGATION: long volatility and trendfollowing, if available on wikifolio.com, managed or passive funds; the cash position will be considered part of this segment: approx. 25% The investments should be long only with no (direct) short positions allowed. Trading can be done at any time; however, once a sector deviates by about 5% or more from the basic allocation quota, a recalibration should be done. Each sector should hold at least one position at all times and up to four at the most. The wikifolio is designed to function with a long-term outlook. Research will be done using generally available sources.

Dieser Inhalt ist in der aktuellen Sprache nicht verfügbar.

Stammdaten

Symbol

WFMONPERLI

Erstellungsdatum

25.09.2019

Indexstand

-

High Watermark

91,9

Anlageuniversum

blank

Du willst Zugang zu allen Infos?

Um das aktuelle Portfolio dieses wikifolios, den wikifolio Chart, alle Kennzahlen und bisherigen Trades zu sehen, registriere dich jetzt – völlig kostenlos.

Informationen zur Zusammensetzung des fiktiven Referenzportfolios findest du hier.

Weitere Top wikifolios

Anlegerliebling

Orkan Kuyas

+11,8 %
Ø-Perf. pro Jahr

Invest Only In The Best!

Patrick Kranz

+13,1 %
Ø-Perf. pro Jahr

Global Defense and Security

Marco Jansen

+24,7 %
Ø-Perf. pro Jahr

Technology Outperformance

Sebastian Götz

+22,2 %
Ø-Perf. pro Jahr

Internet der Dinge | Technologie

Marius Rimmelin

+18,1 %
Ø-Perf. pro Jahr

Börse Online Nebenwerte

Lars Winter

+5,8 %
Ø-Perf. pro Jahr

2M - Market Momentum

Dieter Jaworski

+15,3 %
Ø-Perf. pro Jahr

Cybersecurity Innovators

Dirk Althaus

+21,7 %
Ø-Perf. pro Jahr

Global Champions

Christian Thiel

+15,3 %
Ø-Perf. pro Jahr
Entdecke
  • Aktuelle wikifolios
  • Investmenttrends
  • wikifolio Trader
  • wikifolio Newsletter

+43 (0) 720 303 812 70service@wikifolio.com
AGBImpressumDatenschutzCookie-Erklärung
2024 © wikifolio Financial Technologies AG