+33.2%
since 10/15/2019
+6.6%
Ø-Perf. per year
+13.6%
Performance (1yr)
11.0%
Volatility (1yr)
0.4
Return/Risk
Portfolio chart
DetailsFeed
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
137.3