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Alpha Capture EUR

Leonardo Franci

 | LeonardoFranci

Last Login: 05/04/2024


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Trading idea
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-2.6%
since 3/12/2023

-2.3%
Ø-Perf. per year

+0.3%
Performance (1yr)

5.4%
Volatility (1yr)

-0.4
Return/Risk



Portfolio chart

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Trading Idea

This wikifolio should invest primarily in European and US Alpha Stocks that I believe are significantly undervalued relative to the market based on fundamental accounting measures (Balance sheets, liquidity analyisis, etc.). The timing of investment shall be supported with a technical analysis (Price, Volume, chart patterns). However there should be no explicit regional exclusion. Additionally ETFs could be added to the mix once in a while, as a part of the risk management. The investment horizon should generally be a shorter one with possible daily rebalancing. The trade sizes should be very small in order to be able to diversify and manage risk. It is also planned to use stop-losses for the majority of positions.

Master data

Symbol

WFALPHACAE

Date created

03/12/2023

Index level

-

High watermark

97.7

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

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