+20.7%
since 5/31/2018
+3.3%
Ø-Perf. per year
+5.1%
Performance (1yr)
6.5%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
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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.
Master data
Symbol
WFDINVENTA
Date created
05/31/2018
Index level
-
High watermark
120.4