Our sample portfolio provides information on important return and risk figures and is thus an indispensable tool for every stock market investor when investing money. Thanks to an easy-to-understand selection grid, readers of WIRTSCHAFTSINFORMATION are able to assess the return and risk parameters of a stock and draw the right conclusions for their own investment decisions.
R1 = lowest risk category, R4 = highest risk category (stocks generally exhibit fluctuation risks)
Fluctuation: Fluctuation range that can be tolerated by the investor (guideline values p.a., fluctuation can be higher)
You will find an example on our reading sample. To the reading sample
A detailed description of the risk categories can be found here: To the risk categories
Maximum share per company at the time of purchase in % of investment assets (does not apply to funds)
Depends on the investor's personal risk appetite. If you want to limit risks, set a stop-loss limit 10% below the personal purchase price. WI follows the long-term approach and does not place stop-loss limits. In special cases (e.g. accumulated book profits) stop-loss limits are placed.
Fixed assets are reported in CHF. The performance is the gross performance on a CHF basis. As a guideline, transaction costs and fees amount to 1% p.a. of the gross performance.
Corporate actions (capital increase, split, dividend, etc.) are charged at the cost price.