NA and EU Value growth mix

Performance

  • +5.8 %
    since 2021-02-21
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -2.5 %
    Maximum loss (to date)
  • 0.47×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio, the performance-chart and sustainability-score please register now - for free.

Register

Trading Idea

The Goal is to Trade US and EU value or growth companys to beat the maket.

The portfolio will primarly hold EU and US stocks but options can be considered in very few edge cases to increase the portfolio gain.
Another primary goal is a yearly return of 8-9%. Most stocks will be hold for longer periods of time, except in a few case were faster trading maybe required.
The core of the strategy is to buy good companys for periodes of time and sell them when they are overprice or theres a change in the intrinsic value of a company. show more

Master data

Symbol
WF00NAEUVG
Date created
2021-02-21
Index level
High watermark
106.8

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2021-02-21

Decision making

  • Fundamental analysis
  • Other analysis