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SJH - Private Income

Last Login: 12/15/2025


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-1.9%
since 3/8/2025

-0.3%
Performance (1mo)

14.9%
Volatility (max)

-15.6%
Max loss

-
Return/Risk



Portfolio chart

Details

Stock distribution

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

Share of stocks

Tags

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Trading Idea

DE: Die vorliegende Portfolioallokation verfolgt eine klar definierte Income-Strategie, die auf nachhaltige Ertragsgenerierung bei gleichzeitig breit gestreuter Diversifikation abzielt. Die Struktur reflektiert die Priorisierung stabiler und planbarer Cashflows, ergänzt durch selektives Engagement in Dividendenwachstum sowie hochverzinsliche Fixed-Income-Produkte. Insgesamt positioniert sich das Portfolio als robustes Vehikel für Anleger mit Fokus auf laufende Renditen, die eine asymmetrische Risiko-Rendite-Struktur favorisieren. EN: The current portfolio allocation follows a clearly defined income strategy, aimed at generating sustainable and predictable cash flows while maintaining broad diversification across asset classes and geographies. The structure reflects a deliberate prioritization of stable and reliable income streams, complemented by selective exposure to dividend growth equities and high-yield fixed income instruments. Overall, the portfolio is positioned as a robust vehicle for income-focused investors who seek consistent returns within an asymmetric risk-return framework.

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Master data

Symbol

WF20250308

Date created

03/08/2025

Index level

-

High watermark

100.0

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.