-9.8%
since 1/23/2021
-
Ø-Perf. per year
-
Performance (1yr)
-
Volatility (1yr)
-
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
The system invests in Global stocks, and rarely in ETFs to diversify and gain exposure in other markets. The security selection criteria is based on academically proven, backtested, investing principles in combination of proprietary models. Portfolio holdings are reviewed periodically. Holdings are evaluated for potential thesis change. Holdings are sold if it is believed that capital could be more effectively allocated. A proprietary risk management weighing function is employed to calculate allocation weights.
Master data
Symbol
WF000KRSHY
Date created
01/23/2021
Index level
-
High watermark
114.4