+67.1%
since 12/19/2016
+7.2%
Ø-Perf. per year
+12.1%
Performance (1yr)
13.3%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
DetailsTags
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Trading Idea
-only US Stocks -stocks must outperform S&P over the years. -good debt to equity ration <100% -increased dividend for the last 10 years -long only -never sell -high profit margin in the respective industry group -high equity capital (ideal>20%) -large cap -low Price/sales and low PE Ratio ( at the moment not the case) Target is +10-20% return every year
Master data
Symbol
WFBAHP2012
Date created
12/19/2016
Index level
-
High watermark
169.3