icwin92flo

Performance

  • +17.0 %
    since 2020-08-30
  • +19.9 %
    1 Year
  • +15.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -13.8 %
    Maximum loss (to date)
  • 0.63×
    Risk factor
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Trading Idea

Analysis radar in global stocks with a focus on developed markets. Aiming to find a healthy balance between reliable income streams, and exposure to high growth trends. The trading ideas incorporate 3 key aspects:
1) Valuation - Specifically if PE ratios are trading below historical averages, or under the industry standard (without a valid reason to justify it). In addition if the dividend yield is at an attractive range.
2) Fundamentals - The stock is well positioned to benefit off of external environment trends (can be political, ESG, societal changes, market growth, new technology, etc.).
3) Management strategy - Clear vision is transparently presented to all stakeholders, evidence that the company will be putting more effort in improving segment profitability. Announcements of M&A, or new market entries. show more

Master data

Symbol
WFFH92WINS
Date created
2020-08-30
Index level
High watermark
124.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-08-13

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis