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Triple Play

Mathias Franke

 | MathiasFranke

Last Login: 11/22/2024


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+68.1%
since 3/5/2015

+5.5%
Ø-Perf. per year

+26.2%
Performance (1yr)

8.3%
Volatility (1yr)

0.6
Return/Risk



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Trading Idea

Es soll gleichgewichtet in Aktien, Gold und Anleihen investiert werden. Dazu sollen ETFs benutzt werden, die den MSCI World, Gold in Dollar, und in € denominierte Unternehmensanleihen (Investmentgrade) abbilden. Diese Mischung soll eine angemessene Rendite bei vergleichsweise geringem Risiko ermöglichen und somit vor allem als Langfristinvestment in Frage kommen. Zweimal im Jahr soll ein Rebalancing stattfinden um die alten Gewichte wieder herzustellen.

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Master data

Symbol

WF000TRIPL

Date created

03/05/2015

Index level

-

High watermark

166.0

Investment Universe

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