Buy & Hold Portfolio

Performance

  • +23.6 %
    since 2018-04-16
  • +6.6 %
    1 Year
  • +12.5 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -97.3 %
    Maximum loss (to date)
  • -
    Risk factor
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Trading Idea

This Wikifolio is based on buy and hold great companies. The stock environment taken into consideration is a well-diversified trading. The selected stocks should be owned for one year at least.

The objective is to buy those stocks that in my opinion are trading below the intrinsic value.
The study is operated through the fundamental analysis in the determination of which stock to invest in and for approximation of the fair value.
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Master data

Symbol
WFARFABYHD
Date created
2018-04-16
Index level
High watermark
126.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-03-07