U.S. Hot Stocks

Performance

  • +57,4 %
    seit 26.03.2015
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
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Handelsidee

HIGH DIVERSIFICATION (17 STOCKS IN THE PORTFOLIO) ==> LOW RISK


Focused in Tech, Staples and Consumer Finance

U.S. equities only (mainly Blue Chip), no derivatives!

Benefits from the EUR/USD decline


Constraints:
Minimum number of position: 10
Maximum weight per position: 20%


Investment policy:

In today’s financial marketplace, a well-maintained portfolio is vital to any investor’s success. That is why the portfolio will be analyzed and rebalanced periodically because market movements may cause the initial weightings to change.

Firm-specific news or microenvironment are also likely to change over time, and the portfolio may need to be adjusted accordingly.

When rebalancing, it is vital to remember to maintain the diversification above else. This is my primary consideration. mehr anzeigen
Stammdaten
Symbol
WFCH000002
Erstellungsdatum
26.03.2015
Indexstand
High Watermark
168,3

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Anlageuniversum

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Mitglied seit 26.03.2015

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