Skip to content
Register

FI Familien-Werte Value GARP

Hans-Juergen Farsch

 | JFInvest

Last Login: 11/05/2024


Overview
Feed
Trading idea
Portfolio
Key figures
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
+156.9%
since 8/4/2013

+8.7%
Ø-Perf. per year

+21.1%
Performance (1yr)

15.7%
Volatility (1yr)

0.4
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

This investment strategy is to be based on the value idea according to Benjamin Graham. The companies should also have a certain growth. Favourable growth is to be looked for. (GARP, growth at a reasonable price) The companies are to be family-run companies, preferably from the US and Europe. Securities from other regions, e.g. Asia, can be admixed. Other criteria are to be: * Low price-earnings ratio (possibly based on normalized profits) * Dividend (not mandatory) * low KBV (price-book value ratio) * high equity ratio * increasing profits * high ROA (Return on Assets) Stock funds that appear promising may be added as well. If no seemingly advantageous stocks can be found, one may resort to money market funds or buy bond funds or increase the cash rate. I am pursuing this strategy because I expect excess returns compared to the broad stock market. The Internet, newspapers, screeners, etc. are to be used for my information. I intend to hold the securities for more than 5 years if the situation does not deteriorate and I cannot find any better opportunities.

This is a non-binding translation of wikifolio.

Show original text

Master data

Symbol

WFVF987654

Date created

08/04/2013

Index level

-

High watermark

262.4

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

Szew Grundinvestment

Simon Weishar

+23.4%
Ø-Perf. per year

Nebenwerte Europa

Philipp Haas

+12.5%
Ø-Perf. per year

Admired Worldwide

Ingo Hoffmann

+14.9%
Ø-Perf. per year

Trendfolge&Trading

Dennis Raute

+7.2%
Ø-Perf. per year

Alpha AI Leaders

Christoph Gum

+54.9%
Ø-Perf. per year

Tiny Titans Yearly Adjusted

Felix Begun

+31.2%
Ø-Perf. per year

Roboter & Künstliche Intelligenz

Vladimir Geist

+16.0%
Ø-Perf. per year

BaumbergMomentum

Uwe Jaennert

+12.3%
Ø-Perf. per year

MPINVEST_Globale Trends

Martin Pfordt

+9.2%
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