Balanced return vs. risk

Performance

  • +32.2 %
    since 2019-07-11
  • +23.9 %
    1 Year
  • +20.0 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -29.7 %
    Maximum loss (to date)
  • 0.75×
    Risk factor
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Trading Idea

The idea is to have a few stock options to balance risk vs. return - this allows to perform mid to long term trading without worrying about daily or weekly volatility, but to get the solid income in the long run. show more

Master data

Symbol
WF000EKL01
Date created
2019-07-11
Index level
High watermark
132.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2019-07-09