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Growth2050

Roland Krobath

 | Strategy2050

Last Login: 07/28/2023


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-21.7%
since 1/11/2021

-6.0%
Ø-Perf. per year

+58.8%
Performance (1yr)

35.0%
Volatility (1yr)

-0.2
Return/Risk



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Trading Idea

Investment in potential growth shares for the next decades with a clearly long term focus based on my opinion. Identification of shares in early stages in my opinion in growth sectors (e.g. cloud, ecommerce, bioscience) with an advantage edge and possible high long term potential. For those early stage stocks the current market caps should be relatively low at the point, ideally below EUR 10bn. The wikifolio should be regularly updated when new players enter the market (other analysis e.g. news trading), based on my market/news research. In addition to industry (qualitative) analysis (e.g. orders, competitors), technical analysis like market profile of companies and quantitative analysis e.g. based on PEG ratio are part of an ongoing review. The trading idea and investment horizon can be seen as mainly long term.

Master data

Symbol

WF0KGROWTH

Date created

01/11/2021

Index level

-

High watermark

79.7

Investment Universe

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For the composition of the virtual portfolio click here.

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