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EAP_SS22_Shiba Inu Invest

Last Login: 03/15/2023


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+67.4%
since 2/15/2022

+12.1%
Ø-Perf. per year

+20.7%
Performance (1yr)

21.2%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details
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Trading Idea

Our investment fund aims to build long term wealth for our investors with capital investments in innovative and disruptive technology companies. In general, tech stocks carry higher premiums than other market categories. This is due to the fact that successful companies in the tech industry post above average growth rates and have the potential to disrupt other common industries or markets. Despite the medium to high volatility that investments into the tech industry carry, we believe that they have the potential to build long term wealth and outperform other sectors in the stock market. The underlying investment approach will consist of roughly 50% stocks and 50% ETFs. As mentioned, the main focus will be on the technology industry. For diversification reasons, we allocate 50% of the capital invested into ETFs on alternative investments, like gold and other commodities, and sustainable investments, like SRI funds. As for the stocks, we invest in certain growth stocks with high market capitalization. Included are internet and software companies like Alphabet and Amazon, and consumer and electronics companies like Apple. Hereby however, we also include a few other industries like automobiles and financial services for diversification purposes. The main focus however lies on investments into innovative and disruptive companies. Once in a trading week, adjustments may be made and commented accordingly.

Master data

Symbol

WF000SHIBA

Date created

02/15/2022

Index level

-

High watermark

177.2

Investment Universe

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For the composition of the virtual portfolio click here.