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Dividend Alpha

Last Login: 05/21/2024


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+32.7%
since 4/12/2018

+4.0%
Ø-Perf. per year

+2.3%
Performance (1yr)

14.0%
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

133.2

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.