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Dorados First US

Ralf Lindemann

 | rlindemann

Last Login: 04/19/2024


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+205.2%
since 6/19/2017

+17.4%
Ø-Perf. per year

+17.3%
Performance (1yr)

14.4%
Volatility (1yr)

0.7
Return/Risk



Portfolio chart

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Trading Idea

Focus of this wikifolio will predominantly be investments in selected equities with a US emphasis. In principle, all internationally tradable equities can be drawn on. As a rule, a quantitative methodology will be applied to scrutinise equities, considering both short as well as long term indicators. In doing so, securities that fulfil specific requirements will be included in the portfolio. The objective is to review regularly all securities within the model portfolio. Individual securities may be replaced if key indicators no longer promise above average performance (in my view). Moreover, news- and rebound-trading will prove an additional avenue to capture attractive opportunities. The investment strategy is generally long-term oriented and is aiming to achieve above average returns over multi-year periods.

Master data

Symbol

WFDORADOUS

Date created

06/19/2017

Index level

-

High watermark

314.1

Investment Universe

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