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Es soll viel Wert auf eine angemessene EK-Quote gelegt werden, ebenso soll die Langfristigkeit der Finanzierung sowie der Cash Flow berücksichtigt werden.\r\n \r\n Die Haltedauer bei Aktien soll langfristig ausgelegt werden.\r\n Ziel ist es, überwiegend Titel auszuwählen, die mehrere Jahre gehalten werden können und durch ihre langfristige Kurs- und Dividendenentwicklung zur Performance des Wikifolios beitragen.\r\n \r\n Als Quelle für die Entscheidungsfindung sollen Geschäftsberichte, Hauptversammlungen, Börsenbriefe und Börsenforen dienen. 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