+26.5%
since 5/22/2017
+3.5%
Ø-Perf. per year
+15.3%
Performance (1yr)
12.9%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
Investing based on following approach - Core long-term positions (~10, ~75% of portfolio) in companies with good knowledge; aim to generate >25% IRR over 3-5 year time - Small trading positions (~10, ~25% of portfolio) in companies with limited knowledge but attractively priced based on market reaction to certain events; aim to generate around 20% return within a year
Master data
Symbol
WF0LTCBYDK
Date created
05/22/2017
Index level
-
High watermark
129.9