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Falls günstige Gelegenheiten gefunden werden, soll eine Diversifizierung über Unternehmen, Sektoren und Regionen aber durchaus als sekundäres Ziel auch angestrebt werden.\r\n \r\n Es soll nicht gekauft werden um schnell wieder zu verkaufen, sondern es soll versucht werden mittel- bis langfristige Chancen zu nutzen.. Voraussichtlich werden daher relativ wenige Trades getätigt und es kann an einzelnen Aktien etliche Monate bis mehrere Jahre festgehalten werden.\r\n \r\n Es ist geplant nur in Aktien zu investieren, da dies meiner Meinung nach die einzige Wertpapierklasse ist bei der aufbauend auf einer Analyse der realwirtschaftlichen Daten eine sorgfältige Selektion erfolgen kann, die zu überdurchschnittlichen Ertragschancen führen kann. 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