Thaleskreis Equities

Kookaburra

Last Login: 10/28/2023

Overview

News

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-2.3%

since 4/10/2017

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

Portfolio chart

Details

Feed

Trading Idea

This wikifolio follows a simply buy-and-hold-strategy on selected blue-chip-stocks. The focus lies on US-American and European stocks, while bank and insurance stocks will be avoided. The portfolio consists of 20 fix and equi-weighted positions. In case of strong deviations a rebalancing may be conducted.

Master data

Symbol

WFEQUITHAL

Date created

04/10/2017

Index level

High watermark

100.0

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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