-44.6%
since 1/22/2017
-
Ø-Perf. per year
-
Performance (1yr)
-
Volatility (1yr)
-
Return/Risk
Portfolio chart
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Trading Idea
Equities / commodities (etf) / fixed income. Weighted towards equities, focus on developed markets. Buy and hold unless severe overvaluations seen. Aims to maximise returns by taking on extra risk relative to the market, but without a strong correlation to equity market performance. ETF strategies used to gain commodity exposure, using industrial commodities and energy stocks for capital growth, and using agriculturals at historically low valuations as a hedge. Some underpriced equities in other sectors will be added on the growth side.
Master data
Symbol
WF00DD39CA
Date created
01/22/2017
Index level
-
High watermark
91.3