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Viele weisen hohe Wachstumsraten auf, sind aber noch nicht profitabel. Grundsätzlich ist ein langfristiger Anlagehorizont angestrebt, um das volle Potential dieser Firmen zu entfalten.\r\n \r\n Meine berufliche Expertise aus der "Gaming" Branche ermöglicht es mir meines Erachtens den Vorteil, funktionierende Business Modelle, Technologien und Innovationen früh zu erkennen. \r\n \r\n Die Spieleindustrie ist bei den Innovationen in der Vergangenheit oft vorne mit dabei gewesen. Oftmals schnappen andere Branchen diese Modelle erst einige Jahre später auf. Einige Beispiele: "Subscriptions", "Games As A Service", "Platforms", "Free To Play", "Mobile Apps".\r\n \r\n Die Zeit im Markt (Time in the market) ist aus meiner Sicht wichtiger als der zeitliche Einstieg (timing the market). Letzteres wird nicht versucht.\r\n \r\n Der Anlagehorizont soll in der Regel langfristig orientiert sein. Aktien in diesem wikifolio sollen gehalten bis die initiale Investment These nicht mehr valide ist, oder sich als falsch herausgestellt hat.\r\n \r\n Es ist beabsichtigt dies mit den Quartals und Jahresberichten zu evaluieren. Meiner Ansicht nach ist das tägliche Nachrichtenrauschen selten relevant. 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