Active Investor System

Performance

  • -1.7 %
    since 2019-02-21
  • -0.9 %
    1 Year
  • -0.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -1.6 %
    Maximum loss (to date)
  • 0.00×
    Risk factor
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Trading Idea

Active Investor System (AIS) aims to trade individual stocks, stock index funds as well as a variety of ETFs adopting a medium to long term investment style. The criteria for investment are a mix of quantitative tests and discretionary decisions. Quantitative methods include backtesting of rule-based strategies and statistical analysis of historical price movements. Discretionary decisions gauge the quantitative elements in the light of macroeconomic cycles and money management. Performance wise the goal is to beat the SP500 by 10% annually. show more

Master data

Symbol
WFAISYSTEM
Date created
2019-02-21
Index level
High watermark
99.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2019-02-21