Swiss Alpha Plus
Philipp Wartmann
| philalexander
Last Login: 08/21/2023
+26.4%
since 10/14/2020
+7.0%
Ø-Perf. per year
+21.6%
Performance (1yr)
14.6%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
DetailsTags
Feed
Trading Idea
The goal is to invest into Swiss small, mid and large capitalized companies with good earnings visibility. The selection must not exceed 10% in each name, but idealily consist of 25 stocks for diversification reasons. I plan to outperform the benchmark (swiss market) by 2%, with quarterly rebalancings.
Master data
Symbol
WF000SAPPO
Date created
10/14/2020
Index level
-
High watermark
125.9