Permanent Asset Allocation

frtrummer

Performance

  • +22.3 %
    since 2016-09-10
  • +10.4 %
    1 Year
  • +3.8 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -20.1 %
    Maximum loss (to date)
  • 0.35×
    Risk factor
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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.
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Master data

Symbol
WF00PERMAA
Date created
2016-09-10
Index level
High watermark
125.7

Rules

wikifolio labels

Investment Universe

Trader

Franz Trummer
Registered since 2015-04-19

Decision making

  • Fundamental analysis