Long-Only Tech
Last Login: 2021-02-26
Performance
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+67.6 %since 2019-06-22
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+49.3 %1 Year
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+35.7 %Ø-Performance per year
Risk
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-12.6 %Maximum loss (to date)
-
0.90×Risk factor
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
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
Investment Universe
Trader
Registered since 2019-06-22
Decision making
- Technical analysis
- Fundamental analysis