Long Term Equity Growth

Performance

  • +7.4 %
    since 2020-10-09
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -33.8 %
    Maximum loss (to date)
  • 1.22×
    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

A long term equity growth strategy focusing mainly on tech and other industries associated with tech.
The strategy's main universe are all stocks traded on US exchanges.
The goal is to beat the performance of the Nasdaq 100 over a 5 year rolling period.
The strategy can invest in derivatives and the strategy will go into cash once a long term downtrend is identified.
Overall the goal is to deliver high rewards and protect from long term downtrends. show more

Master data

Symbol
WFEQGROWTH
Date created
2020-10-09
Index level
High watermark
126.2

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-09-11