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DHANA GERMANIA

Last Login: 09/15/2025


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+84.3%
since 9/10/2018

+8.7%
Ø-Perf. per year

+48.3%
Performance (1yr)

26.4%
Volatility (1yr)

0.4
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

DHANA GERMANIA is a multi cap portfolio of German Enterprises built using multi-factor framework of Growth, Value, Alpha, Volatility and Momentum factors. It is aimed at medium to long term growth and capital appreciation over 3+ years. The portfolio shall be rebalanced monthly on 5%/25% to maintain asset allocation.

Master data

Symbol

WFDHGERMAN

Date created

09/10/2018

Index level

-

High watermark

184.9

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.