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Nexit USA Momentum Stocks

Leonardo Franci

 | LeonardoFranci

Last Login: 05/20/2024


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-1.4%
since 2/16/2023

-1.1%
Ø-Perf. per year

+2.0%
Performance (1yr)

9.0%
Volatility (1yr)

-0.1
Return/Risk



Portfolio chart

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Trading Idea

This wikifolio should invest primarily in US Momentum Stocks that I believe are significantly undervalued relative to the market based on fundamental accounting measures (Balance sheets, liquidity analyisis, etc.). The timing of investment shall be supported with a technical analysis (Price, Volume, chart patterns). However there should be no explicit regional exclusion. Additionally ETFs could be added to the mix once in a while, as a part of the risk management. The investment horizon should generally be a shorter one with possible daily rebalancing. The trade sizes should be very small in order to be able to diversify and manage risk. It is also planned to use stop-losses for the majority of positions.

Master data

Symbol

WF000USMOM

Date created

02/16/2023

Index level

-

High watermark

100.2

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.

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