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BSN2022 TECH

Last Login: 04/14/2022


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+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

Details
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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

Investment Universe

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For the composition of the virtual portfolio click here.