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Defensive Assets Portfolio

LukasR

Last Login: 10/29/2017


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Trading idea
Portfolio
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+12.1%
since 4/4/2017

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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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

Investment Universe

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