-29.8%
since 6/20/2021
-11.7%
Ø-Perf. per year
-3.1%
Performance (1yr)
16.1%
Volatility (1yr)
-0.4
Return/Risk
Portfolio chart
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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
73.2