+1.6%
since 4/13/2018
+0.3%
Ø-Perf. per year
+2.5%
Performance (1yr)
4.9%
Volatility (1yr)
0.0
Return/Risk
Portfolio chart
DetailsTags
Feed
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.
Master data
Symbol
WFARFADAOP
Date created
04/13/2018
Index level
-
High watermark
102.7