+22.2%
since 1/27/2020
+4.2%
Ø-Perf. per year
+18.9%
Performance (1yr)
16.1%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
DetailsTags
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Trading Idea
This portfolio is meant to build my pension reserves by saving and investing in shares which show long term growth (potential), pay continuously growing dividends or are in a trend which will be used to increase the value of the portfolio. The intention is a buy and hold strategy. In order to achieve a long-term buy and hold strategy the companies should have a competitive advantage which makes them market leader or have the promiss to become one.
Master data
Symbol
WF7104JACM
Date created
01/27/2020
Index level
-
High watermark
126.8