+24.1%
since 5/19/2017
-
Ø-Perf. per year
-
Performance (1yr)
-
Volatility (1yr)
-
Return/Risk
Portfolio chart
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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