Block
Offensive:
Value 100
Strategy
Value 100 Dezember
High-yield portfolio

Our offensive strategy offers you the chance of great asset growth in the long term.

Hand-picked individual shares

Your portfolio consists of 20-25 carefully selected individual stocks, which we select according to value investing principles.

Dominant in the long term

Even if you are exposed to higher short-term fluctuations, share investments are the most profitable form of investment in the long term.

Block
Offensive:
Value 100
Strategy
Value 100 Dezember
Profitable portfolio

Our offensive strategy offers you the chance of great asset growth in the long term.

Handpicked individual stocks

Your portfolio consists of 20-25 carefully selected individual stocks, which we select according to value investing principles.

Dominant in the long term

Even if you are subject to higher short-term fluctuations, share investments are the most profitable form of investment in the long term.

Block
Performance
2017*
2018*
2019*
2020
2021
Value 100
Benchmark
16,90%
5,29%
-4,81%
-7,55%
34,58%
23,83%
17,04%
1,86%
20,53%
23,90%
Value 60
+0,60%
Benchmark*
+0,83%
Value 100
+0,93%
Benchmark*
+0,61%

The performance shown is before costs and taxes. The benchmark serves as a comparator and is composed of 63% MSCI World Price Index EUR, 27% Euro STOXX 50 and 10% cash.
 
*Values are based on back calculations of the model portfolios

Stand: 31.12.2021

Block
Performance
Value 100
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2021

20,53%
23,90%
Value 100
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2020

17,04%
1,86%
Value 100
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2019*

34,58%
23,83%
Value 100
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2018*

-4,81%
-7,55%
Value 100
Benchmark
13,49%
3,50%
-1,22%
-3,46%

2017*

16,90%
5,29%

The performance shown is before costs and taxes. The benchmark serves as a comparator and is composed of 63% MSCI World Price Index EUR, 27% Euro STOXX 50 and 10% cash.
 
* Values are based on back calculations of the model portfolios

Status: 31.12.2021

Hand-selected individual shares

Outstanding companies at a bargain price

Instead of ETFs or equity funds, we invest your assets in approx. 20 – 25 carefully selected individual stocks.

For us to buy stocks, a company must convince us on all levels. In addition to balance sheets and key figures, we are particularly interested in the qualitative factors that cannot be measured by numbers. These include, for example, the quality of the business model, the management, or unique competitive advantages.

Estably equities

Risk management

Concept of the safety margin

The concept of the “safety margin” within the framework of our value investing strategy provides that each stock in your portfolio has a sufficient safety cushion.

This cushion is created by the difference between the stock price and the actual value of the company. The more undervalued a company is according to our analyses, the more likely it is to weaken (for example in times of crisis) in order to still be profitable.

In addition, we invest primarily in companies that have already proven in the past that they can survive crises unscathed or that have sufficient liquidity to master a future one.

Value

Value 100 Strategie

You receive