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Swiss Stocks Strategy

Last Login: 05/02/2016


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+16.7%
since 8/11/2015

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Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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Trading Idea

Die Anlagestrategie basiert auf zwei Säulen: Zum einen werden mindestens 30% des Budgets in Schweizer Blue Chips investiert. Zum anderen wird einem Trend gefolgt, der sich auf gut performende Schweizer Aktien richtet und dort nur in Aktien investiert, deren Börsenkapitalisierung mind. 20 Mio. übersteigt. Generell wird ein geringer Barbestand gehalten und möglichst wenig Trades ausgeführt, um die Kosten tief zu halten.

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Master data

Symbol

WF0OBECHF1

Date created

08/11/2015

Index level

-

High watermark

116.9

Investment Universe

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For the composition of the virtual portfolio click here.