Unicorn Long and Short

WKN: WF000BSLUS

Gone Public on 27.06.2016

Performance since Foundation: 1,57%

Performance 3 Months: 4,84%

Performance 1 Month: 1,00%

Beta compared to DAX: 0,74

https://www.wikifolio.com/de/de/wikifolio/unicorn-l-s

 Investment Strategy:

The Wikifolio acts like a classic Hedgefund. To maximize the Investors Profits we benefit of the possibility to Invest in Long Investments and on the other hand we are allowed to Short-Sell. 

Our Investment decision is based on Fundamental Figures for the Longterm Equities or Short Sellings. The Longterm Investment Share is currently 75 Percent. The other Share (25%) is Invested in short term Investments such as Options, S

The other Share (25%) is Invested in short term Investments such as Options or Equity Investments. The Short-term Investment decision is based on News and  Technical Analysis.

Please take into consideration, that the Hedged Portfolio has a Leverage Effect due to the Options. This could lead to higher Volatility.

 

Thanks for your trust. You won’t regret your decision.

Starting Budget: 100.000€

Performance fee: 10%

Maximum Draw Down: -9,54% (Brexit)

Sharp Ratio 0,36

Portfolio Ratios Excel

  Kurs (Bid) Stück +/- seit Kauf
Aktien 68,2 %

ACTIVISION BLIZZARD

US00507V1098
53,991 100 5,3 %

AMAZON.COM INC. DL-,01

US0231351067
964,042 5 4,8 %
50,601 80 4,0 %

BARRICK GOLD CORP

CA0679011084
11,851 200 2,3 %

BB BIOTECH

CH0038389992
54,614 140 7,5 %

CONTINENTAL AG O.N.

DE0005439004
214,424 17 3,6 %

FACEBOOK INC.

US30303M1027
152,535 40 6,0 %

FERRARI N.V.

NL0011585146
92,450 50 4,6 %
82,629 38 3,1 %

LEONI AG

DE0005408884
59,115 50 2,9 %

NASPERS

ZAE000015889
231,898 10 2,3 %

NOVO NORDISK

DK0060534915
43,009 139 5,9 %

PAYPAL

US70450Y1038
64,446 50 3,2 %

RIB SOFTWARE SE

DE000A0Z2XN6
18,627 80 1,5 %

SCHAEFFLER AG

DE000SHA0159
13,945 380 5,2 %

SIXT SE ST O.N.

DE0007231326
74,259 50 3,7 %

STARBUCKS CORP.

US8552441094
48,237 50 2,4 %
Strukturierte Produkte 1,7 %
1,070 500 0,5 %

Put auf Lufthansa Hebelprodukt

DE000SC4MS37
3,210 320 1,0 %

Put Standard Optionsschein auf Apple Hebelprodukt

CH0360068636
0,026 6.000 0,2 %
Cash       30,1 %