Non-cyclical portfolio
Last Login: 2020-09-24
Performance
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+14.7 %since 2019-04-02
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+12.6 %1 Year
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+7.0 %Ø-Performance per year
Risk
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-23.6 %Maximum loss (to date)
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0.51×Risk factor
Trading Idea
Buy and Hold investment strategy focused on non-cyclical industry sectors. Diversification on a global level. The focus of the portfolio is on healthcare and pharmaceuticals, consumer staples, telecommunications and information technology. The selected equities are from the world's most developed markets, USA, Europe and Asia-Pacific.
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Master data
Symbol
|
WFIFMDAK15 |
Date created
|
2019-04-02 |
Index level | |
High watermark
|
114.2 |
Rules
Investment Universe
Trader
Registered since 2019-04-02