+12.1%
since 11/8/2022
+6.1%
Ø-Perf. per year
+17.3%
Performance (1yr)
9.3%
Volatility (1yr)
0.7
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
This Wikifolio aims to offer an easy-to-understand alternative to the traditional 60/40 Portfolio. The strategy utilizes a simple, yet more diversified allocation and evidence-based stock selection to investors. The Robust Asset Allocation (RAA) aims to capture global risk premiums through improved security selection, enhanced diversification, and trend following downside protection. Individuals with a long-term time horizon can benefit from this goal-orientated, capital-appreciating approach. The strategy is based on Alpha Architects' research and RAA Index.
Master data
Symbol
WF000RAA22
Date created
11/08/2022
Index level
-
High watermark
114.4