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Dutch Top15 stocks

Maurice Tordoir

 | TradeTopStocks

Last Login: 06/17/2023


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+31.3%
since 11/5/2020

+8.0%
Ø-Perf. per year

+16.6%
Performance (1yr)

10.7%
Volatility (1yr)

0.5
Return/Risk



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Trading Idea

The "Dutch Top15 stocks" -wikifolio is investing in about 15 leading Dutch stocks. The traded Dutch shares should be those shares with the largest market capitalization in the available investment universe. As a rule, the investment horizon should be long-term. To achieve a certain minimum and maximum percentage per share in the wikifolio, the wikifolio should be rebalanced once a year (per March). The rebalancing should take place to adjust the contained shares to the target weighting of about 6 to 9 percent. Shares that are bought for the first time should have a weighting of around 6 percent. The rebalancing is intended to prevent underperformers from being given too little weight and outperformers from being given too much weight in the wikifolio, so it should fundamentally contribute to risk diversification. Trading in these high-capitalized stocks should generally ensure good tradability under all market conditions.

Master data

Symbol

WF0DUTCH15

Date created

11/05/2020

Index level

-

High watermark

130.9

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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