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Incrementia - Wachstumsaktien

Christophe Kauff

 | CKauff

Last Login: 11/22/2024


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+49.7%
since 12/12/2019

+8.2%
Ø-Perf. per year

+82.4%
Performance (1yr)

31.2%
Volatility (1yr)

0.2
Return/Risk



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Trading Idea

Incrementia soll grundsätzlich ein diversifiziertes Aktienportfolio darstellen, das aus weltweiten Wachstums- und/oder Momentum-Aktien besteht (z.B. E-Mobility, Erneuerbare Energien, Medizin-Technik, Digital Payment Solutions, IT-Lösungen, IT-Netzwerke, Software, Cybersecurity, Internet of Things, Video Games, Electronics...). Aus dem Anlageuniversum werden ausschließlich Aktien eingesetzt. Die Wertpapiere sollen grundsätzlich mittel- bis langfristig gehalten werden. Die Analyse soll in der Regel auf technischen Daten (z.B. Momentum) sowie auf Fundamentaldaten der Branchen und Unternehmen basieren.

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Master data

Symbol

WFINCRETIA

Date created

12/12/2019

Index level

-

High watermark

146.1

Investment Universe

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