+100.0%
since 1/31/2017
+9.8%
Ø-Perf. per year
+38.9%
Performance (1yr)
16.2%
Volatility (1yr)
0.4
Return/Risk
Portfolio chart
DetailsTags
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Trading Idea
Buy and Hold Portfolio Strategy. DOGS of the DOW with some adjustments executed occasionally and addition of some other opportunities found through bottom-up analysis mixed with top-down. Technical is always taken in consideration for further confirmations. The portfolio presents Low risk and proved returns across time.
Master data
Symbol
WF000KDOTD
Date created
01/31/2017
Index level
-
High watermark
209.6