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Key figures
Trades

DHANA INVENTA

DHANAYOGA

Last Login: 05/13/2022


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+13.3%
since 05/31/2018

-10.7%
1 Year

+3.1%
Ø-Perf. per year

-21.5%
Max loss

0.23
Risk factor


Portfolio

Details
Calculated prices

Sell

Buy

in EUR

Certificate fee per year

0.95%

Performance fee

5%

Before a wikifolio can become investable, the following criteria must be fulfilled:
1,490 / 21 days of test period
0 / 10 Reservations
EUR 0 / 2,500 Reserved capital
Reserve now

I would invest the following amount

EUR 100

wikifolio labels

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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

121.4

Decision making

Technical analysis
Fundamental analysis

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.

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