+261.2%
since 2/19/2022
+32.3%
Ø-Perf. per year
+36.9%
Performance (1yr)
40.3%
Volatility (1yr)
0.8
Return/Risk
Portfolio chart
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Trading Idea
I build a portfolio investing in companies with strong growth potential which will outperform the S&P 500 index over the long term on a risk-adjusted basis. The result is an optimized weighted portfolio that holds 3-5 stocks in any given period. My portfolio consists of a selection of securities focused primarily on Tech US stocks. All companies I invest in are carefully chosen and meet strict criteria prior to be purchased (high dividend yield, strong cash flow, low P/E ratio, etc.). The rebalancing is done yearly at the first trading day of each year.
Master data
Symbol
WFBSN2022T
Date created
02/19/2022
Index level
-
High watermark
407.2


