Skip to content
Register

Momentumstrategie Deutschland

Doris Beer

 | TraderLady

Last Login: 11/22/2024


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
+523.5%
since 7/1/2013

+17.4%
Ø-Perf. per year

+26.7%
Performance (1yr)

27.6%
Volatility (1yr)

0.6
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

Many studies show that above-average returns were achieved with so-called “momentum strategies” in the past. This also applies to the German stock market. It essentially comes down to the idea that stocks that have risen sharply in the past will continue this trend in the future. Specifically, the following approach is planned for this wikifolio: For an observation period (the last six months), the stocks of our investment universe (MDAX, SDAX, TecDAX) are ranked according to their performance, and the available investment amount is then allocated among the strongest titles. This portfolio then remains unchanged during the holding phase (one year). Subsequently, the stocks are sold, and the proceeds are reinvested in those titles that display the strongest momentum at that time. The degree of investment of the wikifolio will therefore likely be always close to 100%. This also applies to periods when the overall market is in a slump. As a result, the prices of the wikifolio may suffer violent interim setbacks in such phases. This is therefore an investment vehicle that appears especially suitable for speculative long-term investors with a holding period of several years. This wikifolio might also be interesting for traders who sell the wikifolio prior to bear markets and re-enter it on a lower base using a correspondingly skillful overall market timing.

This is a non-binding translation of wikifolio.

Show original text

Master data

Symbol

WF0MOMSDEU

Date created

07/01/2013

Index level

-

High watermark

744.3

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

Para-UMBRELLA

Richard Dobetsberger

+10.8%
Ø-Perf. per year

Alpha AI Leaders

Christoph Gum

+64.1%
Ø-Perf. per year

Solides Wachstum

Markus Buchner

+11.6%
Ø-Perf. per year

meinelieblinge

Wilfried Schopges

+10.2%
Ø-Perf. per year

Top Global Brands

Sarah Hermann

+12.7%
Ø-Perf. per year

Technology Outperformance

Sebastian Götz

+22.1%
Ø-Perf. per year

Relative Stärke Dow-Nasdaq-Werte

Michael Kranich

+10.8%
Ø-Perf. per year

Videospiele

Mahan Tahvildari

+14.1%
Ø-Perf. per year

High Growth Stocks

Thomas Steindl

+53.3%
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