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Huber Long Term Value Growth

Matthias Huber

 | Mattmagic

Last Login: 10/19/2022


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-79.2%
since 1/30/2013

-12.4%
Ø-Perf. per year

-25.3%
Performance (1yr)

28.6%
Volatility (1yr)

-0.3
Return/Risk



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Trading Idea

The wikifolio Huber Long Term Value Growth is to invest globally in stocks with upside potential. For this purpose, this wikifolio is to pursue two different investment strategies. On the one hand, investments are to be made in equities which can already demonstrate an in my opinion above-average performance over the past two years. Further, the assets should be able to offer further upside potential for the future. On the other hand, investments are to be made in equities which, in my opinion, have underperformed in the past two years but which could exhibit an above-average performance in the future. The wikifolio is primarily to invest in the regions Europe and North America, with a small proportion in Asia. This wikifolio is to invest mainly in equities. ETFs and fund products may also be invested in. Investments are primarily to be for the long term.

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Master data

Symbol

WFHBO00048

Date created

01/30/2013

Index level

-

High watermark

28.8

Investment Universe

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For the composition of the virtual portfolio click here.

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