-6.4%
since 7/14/2021
-2.4%
Ø-Perf. per year
+6.3%
Performance (1yr)
12.7%
Volatility (1yr)
-0.1
Return/Risk
Portfolio chart
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Trading Idea
The idea of this Wikifolio will be to identify global MegaTrends based on different sources (mostly news and studies) and then invest in assets that will benefit from these trends in the future. Often, there are already investment products out there that focus in specific trends - so I will mostly pick such products like for example ETFs instead of individual stocks. The megatrends and the resulting allocation will be regularly updated. Obviously, this is intended to be a rather long-term approach, so the portfolio composition should be rather stable.
Master data
Symbol
WF00MEGA00
Date created
07/14/2021
Index level
-
High watermark
98.1