+15.7%
since 4/20/2026
+2.4%
Performance (1mo)
-
Volatility (max)
-9.1%
Max loss
-
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
Investing in Dax and S&P. 500 with up to 8 stocks and one ETF. managed by the CIO Portfolio limits: • maximum 15% allocation per individual stock • maximum 10% allocation to the tactical sleeve • the tactical sleeve may be held in cash, one ETF position, or a combination of both • total portfolio allocation must equal 100% Additional rules: • the portfolio is long-only • only the Analysts’ Buy-rated stocks are eligible for in No Sell-rated
Master data
Symbol
WF000SRINV
Date created
04/20/2026
Index level
-
High watermark
121.3


