DHANA INVENTA

Performance

  • +7.1 %
    since 2018-05-31
  • +11.5 %
    1 Year
  • +2.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -21.5 %
    Maximum loss (to date)
  • 0.66×
    Risk factor
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Trading Idea

DHANA INVENTA is a multi cap portfolio aimed at investing in stocks of high growth industries namely Space exploration, Drone Tech, Robotics, Cyber Security, Wearables, 3D Printing, Autonomous vehicles, Smart Buildings, Nano Tech, Genetic Engg, Cleantech, Clean Energy, Smart Grids, Advanced Transportation and Border Security. Investment on US Listed Equity. The portfolio will be built and managed on a combination of fundamental and technical parameters enabled by machine learning and advanced analytics. Portfolio re-balancing once a quarter. This portfolio will hold stocks for the medium to long term (3 years or more) and is appropriate for investors with long term outlook and moderate to high risk profile. show more

Master data

Symbol
WFDINVENTA
Date created
2018-05-31
Index level
High watermark
106.5

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-11-26

Decision making

  • Technical analysis
  • Fundamental analysis