+3.0%
since 2/29/2024
+0.8%
Performance (1mo)
-
Volatility (max)
-4.8%
Max loss
-
Return/Risk
Portfolio chart
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Trading Idea
This is a balanced, long-only, Italian Equities portfolio. It only holds 25 high-conviction ideas. it was created with the FTSE MIB in mind as the benchmark. It is based on fundamental, bottom-up analyses, with a quantitative overlay. We will follow the 25 companies closely by looking at their fundamental and technical (relative) performance. We aim to rebalance the portfolio when needed and/or change weights as appropriate.
Master data
Symbol
WF00IPITEQ
Date created
02/29/2024
Index level
-
High watermark
104.8