Swiss Alpha Plus

philalexander

Performance

  • +31.3 %
    since 2020-10-14
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -6.7 %
    Maximum loss (to date)
  • -
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio and the performance-chart please register now - for free.

Register

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. show more

Master data

Symbol
WF000SAPPO
Date created
2020-10-14
Index level
High watermark
133.4

Rules

wikifolio labels

Investment Universe

Trader

Philipp Wartmann
Registered since 2020-10-14

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis