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Core-Satellite Global Stocks

JollyRoger

Last Login: 09/10/2020


Overview
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Trading idea
Portfolio
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-0.6%
since 7/30/2020

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Dieses Wikifolio basiert auf der Core-Satellite-Strategie und versucht die Performance des MSCI World im jeweils gewählten Betrachtungszeitraum zu schlagen. Den Core werden ein MSCI World-ETF sowie ein Emerging Markets-ETF bilden. Die Satelliten verfolgen das Ziel eine Outperformance, d.h. eine bessere Performance als der Benchmark MSCI World, zu erreichen. Der Anlagehorizont wird mittelfristig bis langfristig (1-10 Jahre) sein.

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Master data

Symbol

WFCSGT0004

Date created

07/30/2020

Index level

-

High watermark

104.1

Investment Universe

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