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T.M. Ryan - U.S. Large Cap Blend

TMRyan

Last Login: 09/26/2018


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+24.1%
since 5/19/2017

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



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Trading Idea

I seek risk-adjusted returns by targeting under-valued large-cap U.S. equities that are poised for strong growth. These companies must have a strong foundation within their industry, and must have significant capital. Companies with low betas are also prioritized for the core of the portfolio as a hedge against the market as it currently stands. Re-balancing frequency = Monthly

Master data

Symbol

WF000TMRFO

Date created

05/19/2017

Index level

-

High watermark

105.1

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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