-5.7%
since 3/16/2020
-1.4%
Ø-Perf. per year
-29.6%
Performance (1yr)
20.2%
Volatility (1yr)
-0.1
Return/Risk
Portfolio chart
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Trading Idea
The investment industry is on the cusp of a major shift, from Modern Portfolio Theory (MPT) to Behavioral Finance, with Behavioral Portfolio Management (BPM) the next step in this transition. BPM focuses on how to harness the price distortions that are driven by emotional crowds and use this to create superior portfolios. Once markets and investing are viewed through the lens of behavior, and portfolios are constructed on this basis, investable opportunities become readily apparent
Master data
Symbol
WF0BPM2020
Date created
03/16/2020
Index level
-
High watermark
108.0