Finance Club Portfolio

kimomenu

Last Login: 04/02/2019

Overview

News

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+2.4%

since 2/7/2018

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

Portfolio chart

Details

Feed

Trading Idea

The Finance Club Portfolio is the tool use for the finance club hands on investing activity to develop a virtual portfolio in which members perform stock pitches voted by meeting attendees. The stock pitches feature fundamental analysis metrics. The portfolio strategy involves investing in Public, Cyclical, Defensive and Sensitive sectors, with 40% exposure to USD, and 23% distribution in EUR and 15% left for GBP and CHF. The meetings are held in Switzerland, therefore the performance is evaluated with CHF.

Master data

Symbol

WF000FCP18

Date created

02/07/2018

Index level

High watermark

100.0

Investment Universe

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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