Stocks with Value and Growth

Performance

  • +11.0 %
    since 2019-11-24
  • +11.1 %
    1 Year
  • +9.4 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -2.9 %
    Maximum loss (to date)
  • 0.70×
    Risk factor
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Trading Idea

The portfolio will consist of value stocks which also have good growth potential. Diversification will be done on the industry level as well as the market level, and will be influenced by current market capitalization, fair value of the stocks, and expectations of global trends. show more

Master data

Symbol
WF000MRVGD
Date created
2019-11-24
Index level
High watermark
112.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2019-11-24