My Fund Somewhat better than DUCKS is 1 year old: a festive but fair review

My wikifolio ("Somewhat better than DUCKS", ISIN: DE000LS9HDK3) is investable from 28.10.2016. It surely beats the DAX (main German stock index) both on absolute and risk-adjusted performance. Though I am very proud of my performance, I provide a closer look at it and show that sometimes I had just luck and sometimes I could have done better. I always preach for the rigorous and cold-blooded performance analysis and the best sermon is to demonstrate it by the example of myself.

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Update (12.10.2016) to K+S, Lufthansa, Osram and WTI

Recently I wrote about K+S and Lufthansa, Osram and WTI Oil.
Let us review this opportunities:
1) K+S: as I expected, it grows. I reduced (with small profit) my position to 2% of portfolio and (so far) will be keeping it.
2) Lufthansa: I emphasized that though I, myself, bought a little bit, I don't recommend others to do it because the LHA stock is dubious. Further the stock fell about -8% and I sold it by stop-loss. Currenly it grew about 9% from its local minimum and I recommend to sell: Lufthansa might soon "fly out" of DAX.
3) Osram: as I expected, it falls. I watch it but IMO it is still prematurely to buy.
4) WTI Oil: as Putin announced that Russia supports OPEC, oil prices jumped 3% on 10.10.2016. I halved my position with a small loss. Currently oil gradually falls again and I keep the rest of my position. However, the risks are high.

Osram (DE000LED4000) jumps 11% – acquisition offer from China – I sold the stock

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According to the news a Chinese company San'an Optoelectronics has offered about €70 per share and the acquisition is "in all likelyhood". Osram provides no comments.

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Two opportunities on German stock market: K+S und Lufthansa (27.09.2016)

K+S, a German producer of кalium salt, has reached its historical minimum, falling intraday below €16. .
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