Stocks with Value and Growth
Last Login: 2020-12-29
Performance
-
+11.0 %since 2019-11-24
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+11.1 %1 Year
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+9.4 %Ø-Performance per year
Risk
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-2.9 %Maximum loss (to date)
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0.70×Risk factor
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.
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Master data
Symbol
|
WF000MRVGD |
Date created
|
2019-11-24 |
Index level | |
High watermark
|
112.1 |
Rules
Investment Universe
Trader
Registered since 2019-11-24