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Zu einem größeren Anteil, aber nicht ausschließlich soll es sich um Unternehmen im Technologiesektor handeln. Bei der Entscheidungsfindung sollen Fundamentalanalysen im Fokus stehen (z.B. DCF-Verfahren, Umsatzwachstum, etc.). Das Umsatzwachstum der entsprechenden Aktien liegt gemäß meiner Auffassung oberhalb des Wachstums des Gesamtmarkts, sodass die Aktien tendenziell hohe Renditechancen, aber auch höhere Risiken mit sich bringen. Der Anlagehorizont soll mittel- bis langfristig ausgerichtet sein. Ziel soll es sein eine meines Erachtens attraktive langfristige Gesamtrendite zu erzielen, unabhängig von einer bestimmten Benchmark. 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