EVA Macro allocation

  • +9.4 %
    since 2017-06-24
  • -
    1 Year
  • -
    Ø-Performance per year
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Trading Idea

This portfolio invests into global equities and cash according to a quantitative model based on the EVA concept. The model overweights markets showing a positive spread between cash generation and adjusted cost of capital.
On top of this, the portfolio has a number of satellite investments in selected single stocks with sizeable competitive advantages that can be translated in equity performance. show more
Master data
Symbol
WFEVAMACRO
Date created
2017-06-24
Index level
High watermark
110.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-06-24

Decision making

  • Fundamental analysis

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