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Defensive Investment

BatuC

Last Login: 03/29/2020


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Trading idea
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+23.4%
since 8/19/2016

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Dieses Portfolio soll ein Defensives Investment in Aktien darstellen. Primäre Investitionssektoren sind: 1) azyklische Konsumgüter 2) Nahrungsmittel 3) Luxusgüter 4) Monopole Ziel ist es, ein Portfolio zu erstellen, das in beständige, ertragsreiche, relativ planbare Branchen investiert und zu geringen Volatilitäten führt. Titel mit hohen Dividenden werden bevorzugt. --------------------- Das Portfolio zielt ab 100% Invstiert zu sein und keine Derivate zu verwenden.

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Master data

Symbol

WFDFNSVINV

Date created

08/19/2016

Index level

-

High watermark

125.3

Investment Universe

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