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Es soll zwar vermehrt auf europäische und amerikanische Aktien gesetzt werden, allerdings kann die Strategie in Zukunft auch auf andere Indizes ausgeweitet werden. Daher sollen alle Aktien handelbar sein. Neben der Rendite des letzten Jahres soll auch insgesamt auf eine positive Rendite der letzten Jahre geachtet werden. In der Regel etwa jährlich soll das Portfolio neu aufgestellt und anhand der Rendite des letzten Jahres entschieden, welche Werte bleiben, welche Werte verkauft und welche Werte hinzugefügt werden. Verkauft werden sollen Aktien in der Regel nur vorzeitig, wenn Sie mehr als ca. 20% an Wert verlieren, wenn das Portfolio insgesamt mehr als etwa 4% an Wert verliert oder wenn es aus meiner Sicht Erwartungen gibt, dass ein langfristiger Abwärtstrend bevorstehen könnte. 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