Unicorn Growth Invest

 

WKN: WF000BLSGR

Gone Public on 21.06.2016

Performance since Foundation: +20,0%

Performance 3 Months: 9,62%

Performance 1 Month: 0,98%

Beta compared to DAX: 0,72

https://www.wikifolio.com/de/de/wikifolio/unicorn-growth-invest

 Investment Strategy:

The Portfolio is mainly structured on Fundamentals Company Valuations. We are searching globally for Undervalued Midcap and LargeCap companies and therefore are likely to present a positive performance. In the other hand, we are not limited to pure Fundamentals. We also check companies soft skills. Just like Management skills, Company surroundings, and Expectations.

To find the perfect spots to start the buying and selling we also take Technical Analysis in considerations. 

To hedge the client’s Investments, we also use the advantage of short selling. This means, that we are able to Short-Sell stocks and use the benefit of Options. 

Thank you for your trust. You won’t regret your decision. 

Start Budget: 100.000€

Performancefee: 7%

Maximum losses: -10,65% (Brexit)

Sharp Ratio 2.02

Portfolio Ratios Excel

 
  Kurs (Bid) Stück +/- seit Kauf
Aktien 65,8 % 77.916,80

AMAZON.COM INC. DL-,01

US0231351067
964,005 10 8,1 % 9.641,08

AURORA CANNABIS INC

CA05156X1087
3,702 1.300 4,1 % 4.823,00

BASF AG O.N.

DE000BASF111
91,794 48 3,7 % 4.406,35

BB BIOTECH

CH0038389992
54,584 220 10,1 % 12.006,28

CANCOM SE

DE0005419105
63,674 140 7,5 % 8.912,26

DISNEY (WALT) CO.

US2546871060
87,822 85 6,3 % 7.468,18

FACEBOOK INC.

US30303M1027
152,474 50 6,4 % 7.623,70

INTEL CORP. DL-,001

US4581401001
38,093 180 5,8 % 6.854,58

SCHAEFFLER AG

DE000SHA0159
13,905 630 7,4 % 8.760,15

SIXT SE ST O.N.

DE0007231326
74,254 100 6,3 % 7.426,40
Strukturierte Produkte 3,0 % 3.552,30

Call Standard Optionsschein auf DAX Hebelprodukt

CH0370963693
4,380 500 1,8 % 2.195,00
1,080 250 0,2 % 267,50

Put auf Lufthansa Hebelprodukt

DE000SC4MS37
3,230 340 0,9 % 1.094,80
Cash       31,2 % 36.953,28