+12.3%
since 11/4/2023
+1.2%
Performance (1mo)
-
Volatility (max)
-4.9%
Max loss
-
Return/Risk
Portfolio chart
DetailsTags
Feed
Trading Idea
This is a balanced, long-only, global growth and income portfolio. It only holds 25 high-conviction ideas. it was created with the S&P 500 in mind as the benchmark, albeit with a global tilt. It is based on fundamental, bottom-up analysis, with a quantitative overlay. We will follow the 25 companies closely by looking at their fundamental and technical (relative) performance. We aim to rebalance the portfolio when needed and/or change weights as appropriate.
Master data
Symbol
WF000IPGGI
Date created
11/04/2023
Index level
-
High watermark
113.5