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          Best of the West bedeutet nicht, dass die größten Unternehmen gekauft und auf ewig gehalten werden, oft bieten sich anderswo bessere Chancen.\r\n
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          In diesem Portfolio soll sich in der Regel auf Aktienwerte konzentriert werden, aber auch Bond- und Rohstoffwerte können über ETFs, ausgewählte Fonds, Anlagezertifikate oder Hebelprodukte beigemischt werden.\r\n
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          Es soll hier nicht immer zu 100% investiert werden, so besteht durch den cash-Anteil die Möglichkeit noch aufzustocken, wenn sich Gelegenheiten auftun.\r\n
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          Es soll besonders chancenorientiert investiert werden, z.B. bei rückläufigen Kursen Positionen aufstocken, wenn es mir sinnvoll erscheint.\r\n
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          Aber auch neue Hochs an den Märkten können technische Kaufsignale liefern und die technische Analyse steht bei mir grundsätzlich hoch im Kurs.\r\n
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          Die Haltedauer der einzelnen Positionen kann stark variieren, aber ein buy-and-hold-Ansatz scheint mir in schwankungsintensiven Zeiten nur wenig sinnvoll.\r\n
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          Auch wenn die, die davon nichts verstehen, Timing für nonsens erklären, soll es hier mit einfließen.\r\n
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          Immer wieder gab es deutliche Kursrücksetzer an den Märkten und solche möchte ich in der Regel auch in Zukunft nutzen, denn darin liegt meiner Erfahrung nach oft die Ausgangsbasis für mögliche hohe Gewinne.
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