Trade idea

This quantitative strategy is based purely on the evaluation of data and is therefore 100% rule-based. Emotions, news or opinions play no role. The investment decision is based on fundamental key figures such as the price-earnings ratio (P/E) or price-cash flow ratio (KCV), as well as on technical indicators such as trends and momentum.

The portfolio is actively managed. For investors, this means no further activities after the purchase. A buy-and-hold strategy is recommended. It is a portfolio with a short to medium term holding period of several months. At least 20 different stocks are included in the portfolio for good diversification. The investment strategy has a very good return with a usual risk level for a stock portfolio.

The strategy has also performed well in stress tests (crashes) thanks to several implemented crash hedges. This could lead to all equities being sold in uncertain times and the cash position increasing to up to 100%. The exit from the market is intended to protect the capital until the markets start to rise again. Short trades may also occur during crashes. ETFs can be used for hedging.

The investment universe is global and generally includes all products except leveraged products, with a focus on equities. The investment focus will probably be the USA, but this may vary depending on the market situation. 10% of the profits shall be invested in renewable energies in order to create a sustainable capital investment.

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Risk management
The portfolio is diversified by holding at least 20 shares.
Individual positions start with a maximum weighting of 5% and may
reach a maximum weighting of 15%.
Drawdowns are actively limited from -30 %.
This means that I either exit the market or start to hedge.

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