+248.5%
since 2/23/2017
+19.2%
Ø-Perf. per year
+33.4%
Performance (1yr)
37.4%
Volatility (1yr)
0.4
Return/Risk
Portfolio chart
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Trading Idea
This sustainable fund of mature and tech companies. I used value investing techniques to compose this list. The investing strategy is buy once and hold until underlining business performance of stock is acceptable. It's very conservative with using high margin of safety. Re-balancing every 3 months for each of stock included in fund.
Master data
Symbol
WF00MIT001
Date created
02/23/2017
Index level
-
High watermark
363.4