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Dabei soll es grundsätzlich egal sein, ob das Unternehmen meist als "überbewertet" bezeichnet wird. Qualität hat eben ihren Preis.\r\n Jedes Unternehmen im wikifolio soll möglichst den NASDAQ100 schlagen und dabei auch ein meines Erachtens sehr gutes Management besitzen. \r\n Beim Kauf einer Aktie soll darauf geachtet werden, dass die Position max. etwa 20% vom wikifolio ausmacht.\r\n \r\n Anlagehorizont:\r\n Der angestrebte Anlagehorizont ist ca. 5-10 Jahre.\r\n \r\n Verkauf:\r\n Die Positionen sollen nur reduziert werden, wenn Cash für ein anderes Unternehmen gebraucht wird. Das sollten aber eher eine Ausnahme bleiben.\r\n Unternehmen sollen nur abgestoßen werden, wenn sich etwas gravierendes am Unternehmen ändert. 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