+24.8%
since 4/12/2018
+3.7%
Ø-Perf. per year
+6.6%
Performance (1yr)
8.1%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
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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.
Master data
Symbol
WFARFAGRPK
Date created
04/12/2018
Index level
-
High watermark
127.9