+17.7%
since 2/12/2020
+4.0%
Ø-Perf. per year
+34.1%
Performance (1yr)
28.4%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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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.
Master data
Symbol
WFADXHIGRO
Date created
02/12/2020
Index level
-
High watermark
127.3