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SIF - NIKOTIMO - LONG-TERM

Last Login: 11/10/2020


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+81.5%
since 10/15/2019

+8.8%
Ø-Perf. per year

+16.5%
Performance (1yr)

14.1%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details
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Trading Idea

This portfolio aims to achieve sustainable growth (>7% p.a.) over a period of >15 years. In this context, we invest in ETFs, shares and bonds with the following allocation: - 70% ETFs (diversified worldportfolio - Industrial Markets, Emerging Markets and Pacific Markets ex Japan, Japan (since Japan has overproportional growth potentials, we included an extra ETF covering this Market) - 10% shares of companies that are market leaders in upcoming markets (chosen by market capitalization) - 10% government bonds to secure stability and reduce volatility - 10% cash for liquidity

Master data

Symbol

WF0SIFNBTK

Date created

10/15/2019

Index level

-

High watermark

182.4

Investment Universe

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For the composition of the virtual portfolio click here.