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Defense Industry Values

InvestmentBOB

Last Login: 05/03/2024


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+28.0%
since 4/20/2023

+26.8%
Ø-Perf. per year

+31.4%
Performance (1yr)

14.6%
Volatility (1yr)

1.8
Return/Risk



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Trading Idea

Dieses Wikifolio wird ausschließlich wachsende Titel der Rüstungsindustrie enthalten. Regionen sind USA, Europa und verbündete Staaten. Es werden produzierende Unternehmen gesucht, die langfristige Verträge mit Staaten abschließen. Regeln: 1. Gleichgewichtung aller Werte mit Rebalancing alle 3 Monate. 2. Cash soll nicht größer als 10% des Portfolios werden. 3. Cyber Defense wird ausgenommen. 4. Es wird nur in Aktien investiert. 5. Breite Streuung.

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Master data

Symbol

WF00DEFGRO

Date created

04/20/2023

Index level

-

High watermark

129.0

Investment Universe

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