balanced one

luka1825

Last Login: 03/04/2020

Overview

News

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+5.6%

since 5/24/2017

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

Portfolio chart

Details

Feed

Trading Idea

As the name already says it is a balanced portfolio with multiple asset classes. diversification plays a big role, as the number of assets is set over 20. It combines equity with fixed income investments, where maturity is about 5 years. with stock picking procedure according to the highest sharpe ratio and some other factors, extra return is to be achieved.

Master data

Symbol

WF25101993

Date created

05/24/2017

Index level

High watermark

106.1

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.

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