+15.0%
since 5/11/2019
+2.9%
Ø-Perf. per year
+21.4%
Performance (1yr)
35.1%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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Trading Idea
Basierend auf der "Rule of 40" soll in Technologieunternehmen investiert werden, deren Summe aus Growth Rate + Free-Cash-Flow-Margin den Wert von 40 übersteigen. Zusätzlich müssen zudem folgende Kriterien erfüllt sein: Gross Margin > 50 Sales 1-Year Chg (%) > 20 Debt / Equity < 1 EV / Sales < 30 Altman Z-Score > 3 Piotroski F Score > 3 1-Month Return vs S&P 500 > 1 1-Year Return vs S&P 500 > 1 3-Month Return vs S&P 500 > 1
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Master data
Symbol
WF060RULES
Date created
05/11/2019
Index level
-
High watermark
138.2