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Zudem soll eine hohe Eigenkapitalquote genauso wichtig sein wie eine akzeptable Dividendenrendite. \r\n \r\n Das Anlageuniversum soll den den globalen Markt umfassen. Schwerpunkt und Konzentration sollen auf den amerikanischen Markt liegen.\r\n \r\n Die Haltedauer eines jeden Investments soll von den zukünftigen Aussichten des Unternehmens abhängig gemacht werden. Dies kann von mehreren Jahren sowie bei unvorhersehbaren Änderungen, die die Stabilität des Unternehmens gefährden, auch jeder Zeit zu einer verkürzten Beteiligung führen. \r\n \r\n Unter besonderen Umständen können maximal ca. 10 Prozent des Depotbestandes in ein Unternehmen investiert werden. Durchschnittlich sollen ca. 5 Prozent angedacht sein. 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