Global Sustainable Megatrends

Performance

  • +1.6 %
    since 2021-03-22
  • -
    1 Year
  • -
    Ø-Performance per year
All fees have already been deducted

Risk

  • -0.5 %
    Maximum loss (to date)
  • 0.23×
    Risk factor
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Trading Idea

The GMT Wikifolio invests into profitable companies that are active in areas considered global megatrends such as healthcare, renewable energies, high tech, shared economies, and critical infrastructure. No airlines, cruise lines or automotive. No banks, but fintech. No oil, but gas. No real estate, but commodities. Investment focus on USA and Europe.
Buy and hold, keep cash down, reinvest returns to balance out. show more

Master data

Symbol
WFGMTRENDS
Date created
2021-03-22
Index level
High watermark
101.3

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2021-03-22

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis