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Richer Strategy

JBennett

Last Login: 11/05/2023


Overview
News
Trading idea
Portfolio
Key figures
Trades
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-5.0%
since 9/16/2021

-2.3%
Ø-Perf. per year

+1.9%
Performance (1yr)

-
Volatility (1yr)

-0.2
Return/Risk



Portfolio chart

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Trading Idea

The idea is to perpetually develop investment routines which constantly lead to growth of the depot. “All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in order to value the stock.” -Charlie Munger “The intelligent investor is a realist who sells to optimists and buys from pessimists.” -Benjamin Graham "Don't let anyone tell you what you can or cannot do, or cannot achieve. Do not allow." -Emma Watson

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Master data

Symbol

WFCFCA24SZ

Date created

09/16/2021

Index level

-

High watermark

94.7

Investment Universe

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For the composition of the virtual portfolio click here.

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