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Weighted Performance A

Last Login: 04/30/2024


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-24.2%
since 6/20/2021

-6.0%
Ø-Perf. per year

+5.3%
Performance (1yr)

16.6%
Volatility (1yr)

-0.3
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

Across all symbols from FTSE350, HDAX and ATXPRIME, the weighted average performance over 5 years and the previous year is calculated with a bias towards longer term growth. Excluding funds and finite models (e.g. mines) with at least 10% growth in both categories the top symbols become part of the portfolio. A larger percentage goes to the top ranked but at least 50 symbols are held at all times for distributing risk. Symbols are re-evaluated once per year.

Master data

Symbol

WFDGL2021A

Date created

06/20/2021

Index level

-

High watermark

76.0

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.