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Philipp Wartmann

 | philalexander

Last Login: 08/21/2023


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+26.4%
since 10/14/2020

+7.0%
Ø-Perf. per year

+21.6%
Performance (1yr)

14.6%
Volatility (1yr)

0.3
Return/Risk



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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

Investment Universe

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For the composition of the virtual portfolio click here.

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