+12.1%
since 4/4/2017
-
Ø-Perf. per year
-
Performance (1yr)
-
Volatility (1yr)
-
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
The idea is to add solid assets, which have proofen a strong performance in the last ten years, to the portfolio, These assets are conducting business in stable market segments and are going with low risk. In difficult market situations the defensive assets were still outperforming the market in the last ten years. As the portfolio is long-time orientated the GD 200 days line is likely the technical sign for a constant trend. As the portfolio is highly defensive and risk-averse, it (only) aims for about 8% growth per anno.
Master data
Symbol
WF17081996
Date created
04/04/2017
Index level
-
High watermark
111.7