SalmonPaymentAviation Strategy

Performance

  • -6.7 %
    since 2019-10-17
  • -12.8 %
    1 Year
  • -5.4 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -40.7 %
    Maximum loss (to date)
  • 0.75×
    Risk factor
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Trading Idea

The idea of this portfolio is to combine three promising industries/sectors:
- Salmon industry
- Payment Services & Solutions
- Aviation (excl. airlines & travel)

Every single sector should account for at least 25% of the overall portfolio - with a maximum sector exposure of 50%. Every single stock investment should be capped at 10% of the overall portfolio.

Investment horizon is medium to long-term.

Ongoing investment research and changes of the compilation of the portfolio. show more

Master data

Symbol
WF00SAPAAV
Date created
2019-10-17
Index level
High watermark
95.7

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-08-20