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BHB Rebalanced

Last Login: 09/27/2024


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+9.7%
since 10/2/2022

+2.3%
Ø-Perf. per year

+0.7%
Performance (1yr)

2.8%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

Details
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Trading Idea

Buy Berkshire Hathaway B stocks in Euro as part of the portfolio and holding relevant cash as second part of portfolio. And then regularly rebalancing after price change of BH B stocks in order to get bigger amount of shares instead of holding same amout from beginning forever.

Master data

Symbol

WF2022BHBR

Date created

10/02/2022

Index level

-

High watermark

109.5

Investment Universe

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For the composition of the virtual portfolio click here.