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Bei der Anlageentscheidung zum Kauf oder Verkauf ist die Verwendung charttechnischer Entwicklungen, fundamentaler und technischer Kennzahlen (Ergebnis je Aktie, KGV, etc.), wie auch der Fundamentalanalyse (Gewinnprognose, Bewertung, usw.) geplant. Das wikifolio zielt auf eine moderate Entwicklung der Aktienwerte mit einem höheren Dividendenertrag und guter Dividendenentwicklung ab. 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