MegaTrendFolio

Performance

  • -0.9 %
    since 2021-07-14
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -3.6 %
    Maximum loss (to date)
  • -
    Risk factor
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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. show more

Master data

Symbol
WF00MEGA00
Date created
2021-07-14
Index level
High watermark
100.0

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-11-18