Skip to content
Register

Megatrend Jungsenioren

Ralph J. Scholz-Flug

 | Megatrend

Last Login: 12/23/2024


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
+60.8%
since 9/4/2012

+4.0%
Ø-Perf. per year

+3.4%
Performance (1yr)

11.6%
Volatility (1yr)

0.3
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

The portfolio “Megatrend Young Seniors” is to contain stocks of companies (including ETFs and ETC’s on commodities and also funds) which are assumed to profit above-average from global megatrends in the next 6 to 36 months, such as the increasing number of young seniors in Europe and America as well as in Asia in the future. The focus of the selection with regards to the respective megatrends will be on the needs and habits of the Young 50s. The following megatrends should be taken in consideration in the examination, analysis and linking approaches (numbering or complete list, see certificate/portfolio MEGATREND): 01 Demographic change / Silver Society / Growth world population / Urbanization 02 New mobility / smart logistics with respect to usage by seniors 03 Digital penetration of everyday life / Web 3.0 with respect to usage by seniors 06 Redesign of health systems / New syndromes / Target research in biotechnology 10 Education / Knowledge elites / Lifelong learning / IP without borders in terms of usage / Benefits through/for Seniors The aim should be to benefit from these megatrends in the medium and long term and to achieve corresponding long-term and steady returns. Approach: Only those who invest in securities that benefit from so-called long-term megatrends can, in my opinion, acquire and possibly increase value in a volatile environment. Sources should be own analyzes on publicly available studies (energy, raw material consumption, political developments, technological developments, ...), use of cross linkages, scenario technique and self-created key figures. A hedging of risks is not to be part of the portfolio. The securities are to be held in accordance with the assumed disproportionate rise to the corresponding phase of the respective megatrend (6 to 36 months). In the event of special constellations derived from capital market analysis carried out concomitant to megatrend observation, short term decisions can be made as well and restructurings can take place in cash, too.

This is a non-binding translation of wikifolio.

Show original text

Master data

Symbol

WFYOUNG50S

Date created

09/04/2012

Index level

-

High watermark

167.0

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

Relative Stärke Dow-Nasdaq-Werte

Michael Kranich

+10.4%
Ø-Perf. per year

Special Situations long/short

Christian Scheid

+21.3%
Ø-Perf. per year

Admired Worldwide

Ingo Hoffmann

+17.8%
Ø-Perf. per year

Alpha AI Leaders

Christoph Gum

+62.0%
Ø-Perf. per year

Fond-Werte Trend Trading

Falko Höhnsdorf

+21.2%
Ø-Perf. per year

Investment 4.0

Dr. Philip Bußmann

+13.9%
Ø-Perf. per year

Unterbewertete Marken-Aktien & Wachstum

Martin Zipfel

+9.0%
Ø-Perf. per year

Halbleiter Sektor

Zainab Hameed-Langer

+22.8%
Ø-Perf. per year

Top Hedge

Ralph Markus Sonderhüsken

+14.8%
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