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Beigemischt werden können auch Unternehmen in Sondersituationen (Turnaround, Übernahmefantasie), jedoch keine insolvenzgefährdeten Unternehmen. \r\n \r\n Es sollen max. 10 Wert im Portfolio enthalten sein.Angestrebt wird eine kalenderjährlich positive Rendite. Daher wären in schwachen Marktphasen -zwecks Verlustbegrenzung- auch vorübergehend höhere Cashquoten denkbar.\r\n \r\n Als Grundlage für Transaktionen dienen sowohl die technische als auch die fundamentale Analyse. Die Strategie ist kurz- bis mittelfristig orientiert. 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