High Growth US stocks

Performance

  • +52.3 %
    since 2020-02-12
  • +38.2 %
    1 Year
  • +29.5 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -26.3 %
    Maximum loss (to date)
  • 0.87×
    Risk factor
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Trading Idea

The portfolio is based on Fundamental Analysis of S&P 500 companies.
Each quarter, the 5 to 7 companies with best yearly (last 4 quarters) sales growth are choose to be bought, and all the ones from previous quarter are sold.
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Master data

Symbol
WFADXHIGRO
Date created
2020-02-12
Index level
High watermark
157.0

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-02-12

Decision making

  • Technical analysis
  • Fundamental analysis