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Value at reasonable price

AtlasCapitals

Last Login: 04/25/2024


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-12.1%
since 11/4/2021

-5.0%
Ø-Perf. per year

+7.0%
Performance (1yr)

15.3%
Volatility (1yr)

-0.2
Return/Risk



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Trading Idea

My investment objective is to seek capital appreciation by dynamically managing the asset allocation between equity and fixed income/cash based on the relative valuation of equity and debt markets. Hedge element can be added occasionally to minimize downside risk. Equity component will include undervalued high-quality stocks: companies with good economic characteristics and sustainable competitive advantage. My goal is to achieve an average annual advantage over S&P500 of at least 5%. Since investors, on average, fare better in less volatile funds, I will try to lower volatility to a level where trade-off between return and risk is optimal. However, there can be no assurance that the investment goal will be realized. I will close existing trades only if price rise above intrinsic value or other more promising opportunities arise.

Master data

Symbol

WF000ATLA3

Date created

11/04/2021

Index level

-

High watermark

91.4

Investment Universe

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