+37.8%
since 4/9/2018
+4.6%
Ø-Perf. per year
+11.8%
Performance (1yr)
15.8%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
DetailsTags
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Trading Idea
The goal of this portfolio is trying to annually beat the S&P 500 return. I will try to do that with stocks and ETFs I plan to own for one year. The idea is to focus on high-yield names that can guarantee market beating returns.
Master data
Symbol
WFARFAGGRS
Date created
04/09/2018
Index level
-
High watermark
142.1