Balanced ETF Portfolio

Performance

  • +17.4 %
    since 2020-01-19
  • +15.0 %
    1 Year
  • +10.6 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -14.3 %
    Maximum loss (to date)
  • 0.53×
    Risk factor
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Trading Idea

The aim is to provide a balanced ETF portfolio across regions and sectors. The entire portfolio will be set up via ETF's and have a constant cash reserve of 15 - 20%. Based on these guidelines the portfolio shall be a long term buy and hold the portfolio for investors with an investment horizon of 10 - 15 years. show more

Master data

Symbol
WF000BETFP
Date created
2020-01-19
Index level
High watermark
121.3

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2019-04-18