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lifeiswealthy

WoW2020

Last Login: 03/09/2020


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+17.8%
since 3/6/2019

+3.3%
Ø-Perf. per year

+25.8%
Performance (1yr)

21.5%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

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Trading Idea

Basierend auf Schweizer Werten (35%-Anteil) soll ein nachhaltiger Vermögensaufbau mittels einer Aktien-Strategie (90%) ermöglicht werden. Ein Anteil von mindestens 10% der Aktien sind im Swiss Blue Chip vorhanden. Die Auswahl erfolgt jedoch je nach zu erwartendem Geschäftsgang (Unternehmensanalyse).

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Master data

Symbol

WF0LIW2020

Date created

03/06/2019

Index level

-

High watermark

117.5

Investment Universe

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