Long-Only Tech

Performance

  • +69.3 %
    since 2019-06-22
  • +13.2 %
    1 Year
  • +25.1 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -13.2 %
    Maximum loss (to date)
  • 0.87×
    Risk factor
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Trading Idea

The portfolio aims to invest in tech stocks on the long side only, combining stock picking and timing strategies, targeting high returns while keeping volatility and drawdowns under control.
The holding period of each position is tipyically between a few months and a few years.
The single investments mainly follow a growth approach. However, value plays, special situations and other attractive opportunities could be taken as well.
Occasional investments in stocks that wouldn't follow a traditional definition of pure tech can be made. show more

Master data

Symbol
WF000LOTSR
Date created
2019-06-22
Index level
High watermark
186.2

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2019-06-22

Decision making

  • Technical analysis
  • Fundamental analysis