Absolute Return - Balanced

Performance

  • +1,3 %
    seit 14.09.2018
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
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Handelsidee

The portfolio manager intends to achieve a steady positive return over the medium term with a well diversified portfolio investing in a broad range of assets. While seeking a healthy balance between risk and return, the core of the portfolio will be held in fixed income and equity investments. A further diversification into alternative investments can be made. Exchange traded derivatives can also be used to accentuate high conviction tactical trade ideas. Relative performance reference: DAX. mehr anzeigen
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Stammdaten
Symbol
WF00LBJAR1
Erstellungsdatum
14.09.2018
Indexstand
High Watermark
105,3

Regeln

Auszeichnungen

Anlageuniversum

Trader

Mitglied seit 07.09.2018

Entscheidungsfindung

  • Technische Analyse
  • Fundamentale Analyse
  • Sonstige Analyse

Kommentare im wikifolio

Allgemeiner Kommentar

Into the recent rally, I have taken some chips off the table.  The fund now has approximately 20% in cash.  Dry powder to be used in case of a sell-off.

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Allgemeiner Kommentar

During the gradual grind higher, I've reduced exposure to the extent that the portfolio now has 10% cash.  Should the market move further up from here, I will continue reducing exposure.

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Allgemeiner Kommentar

Absolute performance (since inception) has improved during January (-2,68%).  Relative performance also looks better showing an outperformance versus the DAX of 510 basispoints.  The further upside in equities looks limited from here so I will look for opportunities to reduce risk.

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Allgemeiner Kommentar

Reducing exposure here and there after the recent rally.  I think there is more upside potential but in the case of a set-back, I want to keep some powder dry.

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