+31.0%
since 5/15/2020
+7.1%
Ø-Perf. per year
+14.2%
Performance (1yr)
8.9%
Volatility (1yr)
0.6
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
This portfolio is loosely based on the Golden Butterfly portfolio, seeking constant growth with low volatility, but it seeks gains measured against a balanced currency basket consisting of Euros, Dollars and Brazilian Reais, for Brazilian investors. The US-based assets are mostly replaced with global assets available in Europe, and half of the assets are Brazilian where possible within Wikifolio's asset universe. Brazilian bonds had to be replaced with Emerging Markets bonds. Costs were kept as low as possible.
Master data
Symbol
WFBORBOLET
Date created
05/15/2020
Index level
-
High watermark
131.6