absolute financials

Performance

  • -11.1 %
    since 2017-10-27
  • +13.6 %
    1 Year
  • -3.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -29.2 %
    Maximum loss (to date)
  • 0.36×
    Risk factor
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Trading Idea

This portfolio is focused on equity financials, in Europe and US.
Absolute return, with stock picking based on a bottom-up approach. Minimize volatility trough stocks with negative correlations, trades on valuation bottom, opportunistic stock selection outside financials when sector correlation is negative (eg utilities, real estate).
The portfolio can take short positions, also trough derivatives.
Portfolio will tend to be concentrated in few positions.




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Master data

Symbol
WF000FIN01
Date created
2017-10-27
Index level
High watermark
88.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-10-27

Decision making

  • Fundamental analysis
  • Other analysis