+11.4%
since 2/2/2021
-
Ø-Perf. per year
-
Performance (1yr)
-
Volatility (1yr)
-
Return/Risk
Portfolio chart
DetailsTags
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Trading Idea
This Portfolio deals with different asset-classes which are evaluated using individual models. The models used for stocks are mostly DCF and GARP. For others asset classes Stock-to-Flow and DCF are along the most commonly used. Economic as well as political factors can also play an important role in investment decisions. Technical Analysis is only used for fine tuning these investment decisions as for example in specifying the timing and entrances in trades.
Master data
Symbol
WF000WIZAD
Date created
02/02/2021
Index level
-
High watermark
116.8