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SaRo Visions

Last Login: 12/06/2023


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-6.8%
since 11/18/2020

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

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Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

Feed

Trading Idea

International diversified Portfolio, containing future trends and consumer trends. Additional positions can be added in special/ opportunistic situations (max. 15% of portfolio). Portfolio will consist of shares, ETFs and funds plus liquidity. Liquidity in general max.25%, so min. 75% will be invested at anytime. Max.10% per position, so min. 10 positions at any point of time in the portfolio. No bonds, no hedge funds allowed. This portfolio will be controlled constantly, changes can happen at any point of time.

Master data

Symbol

WF0VISIONS

Date created

11/18/2020

Index level

-

High watermark

109.7

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.