NA and EU Value growth mix
Last Login: 2021-04-05
Performance
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+5.8 %since 2021-02-21
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-1 Year
-
-Ø-Performance per year
Risk
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-2.5 %Maximum loss (to date)
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0.47×Risk factor
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
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
Investment Universe
Trader
Registered since 2021-02-21
Decision making
- Fundamental analysis
- Other analysis