Category: Wikifolio

Summary The year kicked off with a strong recovery from a challenging December in 2022, bringing a solid 7.5% return for my portfolio in January. Recognizing the volatility from the previous year, I opted to enhance diversification. — Market positivity prevailed until June, with a more stable summer, and continued growth in the latter part […]

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Over the past six months, the performance of the Wikifolio has shown a relatively stable trend. The price has remained within a range of 70 to 75 EUR. The year-to-date performance stands at 15.4%, slightly outperforming a Core MSCI World ETF which posted a 12.9% return. — Following my predefined rebalancing strategy, I made the […]

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The price for the Tobinvest Global Stockpicking Wikifolio continued to increase through the 2nd quarter 2023. The investable certificate increased with 18.4% year-to-date. The price is 72.65 EUR now. The increase so far this year, and the general marked development, are beyond my expectations. — As mentioned in the blog post from April, I executed […]

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The 4th quarter finished with a weak month, just in December the Wikifolio was 7.8% down. During 2022 the Wikifolio lost 41.6%. Starting with a price over 100 €, the price is 61 € now. – Volatility in the Wikifolio followed Big Tech and Tech Growth investments in 2022, not the best place to be […]

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My Wikifolio Global Stock Picking Tobinvest had a poor development also in the second quarter. While the price for a share of the Wikifolio was 94€ at the end of March, it is now 67€. This is a decline of 29%. From the top last year, the Wikifolio is almost 50% down – high growth […]

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My wikifolio “Global Stock Picking” was established in September 2019. A wikifolio is a portfolio that anybody can invest in via the Stock Exchange at Stuttgart. You find more info on the wikifolio website. At the moment my wikifolio “Global Stock Picking” contains several growth posisitons. These positions are classified as Satellites in my strategy […]

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