Diversified Trends

MrXel

Performance

  • +205.5 %
    since 2017-08-02
  • +58.6 %
    1 Year
  • +32.8 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -42.9 %
    Maximum loss (to date)
  • 1.12×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio and the performance-chart please register now - for free.

Register

Trading Idea

The primary goal of the portfolio is to benefit a long-term growth coming from non-leveraged, diversified equity. The simple but solid strategy consists of investing in a diversity of stocks within promising sectors & activities, which are believed to benefit good growth like Sustainable energy, Waste & water mgt., IoT, Big Data, Gaming, Blockchain, IT security, Automation, Advanced materials,...

Optimal Portfolio Theory optimization is applied to minimize the risk while maintaining a target return of 30% annually. Value-based stock-picking strategies are applied to boost average return.

Review of selected stocks, plus rebalancing is foreseen every 12 months, or earlier if necessary in case of extreme events. show more

Master data

Symbol
WFDIVERTRE
Date created
2017-08-02
Index level
High watermark
322.3

Rules

wikifolio labels

Investment Universe

Trader

Henri Caron
Registered since 2017-08-02

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis