Diversification__Strategy

KSS

Performance

  • +1.8 %
    since 2020-11-12
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -1.7 %
    Maximum loss (to date)
  • 0.36×
    Risk factor
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Trading Idea

Focus on diversification which is one of the cornerstones of modern portfolio theory. According to MPT well-diversified portfolio will outperform portfolio concentrated on single asset classes, which helps to mitigate unsystematic risks.However, we are not going to look at from risk-averse investor, by choosing passive investment style, and construct portfolio using only ETFs. Our idea is to take active role, and to focus on growth of existing fund rather than keeping its level.
Our strategy will be based on 4 different approaches of diversification:
1. Diversification based on asset classes;
2. Diversification of asset classes into sub-classes;
3. Diversification by sector;
4. Diversification geographically;

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Master data

Symbol
WF001STSSK
Date created
2020-11-12
Index level
High watermark
101.7

Rules

wikifolio labels

Investment Universe

Trader

KSS
Registered since 2020-10-31