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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
WF000ATLA3
11/04/2021
-
91.4