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Health Biotech Insurance

DanielMenninger

Last Login: 01/16/2024


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Trading idea
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+13.2%
since 3/27/2019

+2.6%
Ø-Perf. per year

-2.1%
Performance (1yr)

16.3%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

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Trading Idea

Midterm to Long term planning horizon. The idea is to create a well- diversified, close to Beta 1 Portfolio covering the Biotech, Healthcare and Insurance Sector. I plan to comment on every trade as time permits With each trade I focus on searching for cheaply priced stocks that have good operating margins, ROIs and are not overly leveraged. With this portfolio I try to make use of my academic background in this field and hedge against market downturns (either by cash or with protective Puts, we will see). I appreciate you following me and trusting me with your investment.

Master data

Symbol

WF000HBIPF

Date created

03/27/2019

Index level

-

High watermark

118.5

Investment Universe

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