Dividend Alpha

Performance

  • +25.2 %
    since 2018-04-12
  • +22.2 %
    1 Year
  • +7.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -23.7 %
    Maximum loss (to date)
  • 0.42×
    Risk factor
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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.
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Master data

Symbol
WFARFAGRPK
Date created
2018-04-12
Index level
High watermark
125.7

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-03-07