Dividend Growth Portfolio

Performance

  • -2.3 %
    since 2018-04-13
  • +0.1 %
    1 Year
  • -1.1 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -18.0 %
    Maximum loss (to date)
  • 0.20×
    Risk factor
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Trading Idea

This Wikifolio is intended to generate a growing and reliable dividend income stream in the long term. Factors considered are in the stock selection phase are: dividend streak, dividend yield, dividend growth, equity valuation multiple, dividend payout ratio, debt ratio, and fair value estimate. A small percentage of the portfolio is reserved also to ETFs and growth stocks. show more

Master data

Symbol
WFARFADAOP
Date created
2018-04-13
Index level
High watermark
97.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-03-07