Skip to content
Register

Szew Grundinvestment

Simon Weishar

 | Szew

Last Login: 11/21/2024


Overview
Feed
Trading idea
Portfolio
Analysis
Trades
blank

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

RegisterLogin
+709.6%
since 12/30/2014

+23.5%
Ø-Perf. per year

+28.4%
Performance (1yr)

23.8%
Volatility (1yr)

0.8
Return/Risk



Portfolio chart

Details

Tags

Feed

Don't miss any more comments
Add this wikifolio to your watchlist now and track all comments and highlights directly in your feed.
Discover your feed

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.

Show original text

Master data

Symbol

WF00SZEW01

Date created

12/30/2014

Index level

-

High watermark

826.1

Investment Universe

blank

You want access to all the information?

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.

More top wikifolios

Investment in Wasserstoff Aktien

Arnd-Rüdiger Schwarz

+22.1%
Ø-Perf. per year

Admired Worldwide

Ingo Hoffmann

+17.1%
Ø-Perf. per year

Meine 5 Favoriten

Nikos Deiters

+68.0%
Ø-Perf. per year

World's Best Brands

Yves Lienhard

+11.7%
Ø-Perf. per year

Investing in global champs

Thomas Hänseler

+21.2%
Ø-Perf. per year

High-Tech Stock Picking

Stefan Waldhauser

+14.6%
Ø-Perf. per year

Videospiele

Mahan Tahvildari

+14.0%
Ø-Perf. per year

Fagus Invest

Maximilian Müller

+38.2%
Ø-Perf. per year

Value und Charttechnik

Mate Gotovac

+27.1%
Ø-Perf. per year
Discover
  • Current wikifolios
  • Investment trends
  • wikifolio traders

+49 (0) 211 247 907 70service@wikifolio.com
GTCImprintData protectionCookie declaration
2024 © wikifolio Financial Technologies AG