US SMALL CAPS - LEADERS.

Performance

  • -1.5 %
    since 2020-12-08
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -43.5 %
    Maximum loss (to date)
  • 1.08×
    Risk factor
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Trading Idea

INVESTMENT UNIVERSE
US Small-Caps (Russell 2000 Index)

OBJECTIVE
This wikifolio is an actively managed portfolio that seeks long-term capital growth. The portfolio will be composed by 25 companies, among the best performing stocks from this universe. The top performers will be reassessed every week, and changes will be made accordingly.

SECTOR WEIGHTS & CONSTRAINTS
This is an absolute return strategy (benchmark-agnostic). All sectors might be represented.

There will be 25 positions at all time. Initially, positions will be equally-weighted (4% each) and rebalanced frequently when the absolute weight of any position exceeds a given threshold. No single position will amount to more than 10% of the total value of the portfolio.

PORTFOLIO MANAGER
I have been working as a portfolio manager for over 7 years. I am passionate about investing.

DISCLAIMER
The portfolio reflect exclusively my own views. Past performance is no guarantee of future results. show more

Master data

Symbol
WF0TOPSMID
Date created
2020-12-08
Index level
High watermark
132.5

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2015-03-26

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis