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Dividend stock ETFs and Tech

Lektoro

Last Login: 05/10/2024


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+28.5%
since 1/18/2021

+7.9%
Ø-Perf. per year

+14.9%
Performance (1yr)

11.7%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

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Trading Idea

The main idea of this portfolio is to enhance profit while assuring strict risk control. Dividend stocks and ETFs represent at least 75% of my holdings, which maintains my risk low. I also invest a modest portion of my portfolio into technology stocks that demonstrate strong potential or market approbation, which allows me to collect an additional profit for my portfolio. I only invest in stocks and ETFs from American, European, or Asiatic exchanges. I select my holdings using a holistic method based on fundamental analysis, industry trends, market sentiment alongside other factors. My portfolio has a long-term horizon (several years), but I can re-balance o re-shape the portfolio if I conclude the market situation has changed.

Master data

Symbol

WF61803398

Date created

01/18/2021

Index level

-

High watermark

127.6

Investment Universe

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