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Eine kleine Beimischung von ETFs ist möglich. Anlageentscheidungen sollen auf Basis von Fundamental, Qualitativer und technischer Analyse, Unternehmensberichten und Management Interviews getätigt werden.\r\n Es sollen auch Anlegermagazine und Netzwerke verwendet werden um möglichst gute Investmentideen aufzuschnappen. Bei der technischen Analyse sollen Darstellungsformen wie Kerzen- & Liniencharts verwendet werden.\r\n \r\n Im Portfolio sollen etwa 10-30 Werte gehalten werden mit einem überwiegend langfristigen Anlagehorizont. Allerdings kann es aufgrund von Nachrichten und/oder starken Kursbewegungen grundsätzlich auch zu kürzeren Haltedauern kommen.\r\n \r\n Sollten einzelne Positionen jedoch einen aus meiner Sicht zu hohen Kursgewinn vorweisen, werden diese im Laufe der Zeit verkleinert und in neue Werte reinvestiert. 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