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

Last Login: 09/26/2018


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+24.1%
since 5/19/2017

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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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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For the composition of the virtual portfolio click here.