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Diversified Growth Opportunities

Florian Höllen

 | Flor1nh0

Last Login: 04/07/2025


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+15.9%
since 1/24/2023

+8.8%
Ø-Perf. per year

-18.9%
Performance (1yr)

24.6%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

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Trading Idea

This wikifolio may primarily target European and American companies positioned at the forefront of AI, technology, and healthcare, demonstrating a proven history of strong and robust growth being either already profitable or on the trajectory towards profitability. I focus on in my opinion innovative products intended to simplify operations and prove essential for corporations and society. Within Europe, a particular emphasis is intended to be placed on German SMEs, acknowledged as hidden gems combining innovation with entrepreneurial spirit. I see these companies as contributors to local economies possessing global impact potential. To enhance stability, value stocks with in my opinion recession-resistant business models and significant upside potential should be incorporated. This approach could allow access to dynamic sectors while maintaining resilience during economic downturns. In addition to individual stock selection, thematic and geographically specialized ETFs shall be leveraged to manage risk and increase diversification. This optional strategy shall offer exposure to specific trends while spreading risk across various assets. As a general guideline, the wikifolio should comprise a manageable number of approx. ten to twenty (with a min. of around eight and a max. of around 25) stocks and around 2-4 ETFs. In principle, a "buy and hold" strategy is intended, where stocks should be held for a minimum of around one year and typically longer than approx. three years. The wikifolio may be restructured in the event of significant market shifts, technological breakthroughs, and trend changes. The stocks in the wikifolio should be evaluated by fundamental analysis and other analyses. In particular, qualitative and quantitative company analysis (such as the comparison of key ratios) and news trading shall be used. Additionally, the decision-making process may be underpinned by information from various media sources such as business newspapers, podcasts and financial news.

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Master data

Symbol

WF000DIVGO

Date created

01/24/2023

Index level

-

High watermark

152.4

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.