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Cheap U.S. large cap

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Last Login: 01/19/2022


Overview
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Trading idea
Portfolio
Key figures
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+31.0%
since 12/29/2017

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details

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Trading Idea

A low initial purchase price is important for a stock to outperform the market. The portfolio is invested in stocks trading at a low Enterprise Value to Operating Earnings multiple. The stock universe is made up of U.S. traded large cap companies. The holding period is typically twelve months.

Master data

Symbol

WFCHEAPUSA

Date created

12/29/2017

Index level

-

High watermark

134.8

Investment Universe

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