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Permanent Asset Allocation

Franz Trummer

 | frtrummer

Last Login: 01/16/2024


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Trading idea
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+35.7%
since 9/10/2016

+4.1%
Ø-Perf. per year

+7.1%
Performance (1yr)

10.0%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

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Trading Idea

The insight that the future cannot be predicted makes it necessary, in my opinion, to distribute its capital in such a way as to be well prepared for any economic environment (recession, inflation, deflation, etc.). The advantage that, in my view, individual asset classes, in different economic scenarios, develop oppositely, is to be implemented in this wikifolio. The aim of the wikifolio is to provide a stable, long-term asset generation above the inflation rate (real asset growth) with small fluctuations.

Master data

Symbol

WF00PERMAA

Date created

09/10/2016

Index level

-

High watermark

135.0

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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