Dividend Alpha
Last Login: 2020-08-12
Performance
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+25.2 %since 2018-04-12
-
+22.2 %1 Year
-
+7.3 %Ø-Performance per year
Risk
-
-23.7 %Maximum loss (to date)
-
0.42×Risk factor
Trading Idea
This Wikifolio aims to establish income producing investments that grow into perpetuity. For this reason, dividend growth investing has a great weight in the total balance of the portfolio.
The stocks are grouped into dividend growth stocks that produce income that can be redeployed where value is seen, and stocks able to beat the market, invested to seek alpha through growth at a reasonable price. 90% of the stocks in portfolio pay dividends.
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The stocks are grouped into dividend growth stocks that produce income that can be redeployed where value is seen, and stocks able to beat the market, invested to seek alpha through growth at a reasonable price. 90% of the stocks in portfolio pay dividends.
show more
Master data
|
Symbol
|
WFARFAGRPK |
|
Date created
|
2018-04-12 |
| Index level | |
|
High watermark
|
125.7 |
Rules
Investment Universe
Trader
Registered since 2017-03-07