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VALUE INVESTING 5-7 YEARS TENOR

THEOSOTIRELLOS

Performance

  • +4.5 %
    since 2020-02-28
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -30.2 %
    Maximum loss (to date)
  • 0.85×
    Risk factor
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Trading Idea

This portfolio aims to produce returns of 7-20 % annually. Its main asset class is medium capitalization value stocks in Europe, USA and China market. The average holding period of the securities in this portfolio would be 3 to 5 years. The decision on this portfolio holdings is based on value investing fundamental analysis and macros (e.x. companies that produce tangible products with moat in their industries and monopolistic behaviour and mostly belonging to niche markets). show more

Master data

Symbol
WF0THEOSOT
Date created
2020-02-28
Index level
High watermark
114.5

Rules

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Investment Universe

Trader

THEOSOTIRELLOS
Registered since 2020-02-28
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Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis

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