+50.7%
since 8/7/2020
+11.9%
Ø-Perf. per year
+26.3%
Performance (1yr)
17.5%
Volatility (1yr)
0.5
Return/Risk
Portfolio chart
DetailsTags
Feed
Trading Idea
My main aim here is to increase the value of this portfolio by following the basic principles of modern long term investing. The idea is to hold stocks for a long time (usually 1-5 years) and to avoid trading. The key factor to my investment strategy is focus on growth and also high quality companies mostly from Technology sector. For diversification purposes other sectors can be included. The most important criteria for stock selection: Outstanding balance sheet and income statement. Great branding and executive management. Low P/E ratio. Clear and understandable business idea.
Master data
Symbol
WFANDRE229
Date created
08/07/2020
Index level
-
High watermark
154.0