+29.5%
since 12/6/2016
+3.5%
Ø-Perf. per year
+14.1%
Performance (1yr)
8.5%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
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Trading Idea
The certificates try to produce Alpha compared to SX5E and S&P500. It will be composed by equities and currency hedged mainly. The stocks are choosen by fundamental analisys using ratios and DCF model. When the stocks satisfy both models, it is added to portfolio. The stock will be hold until it reached its target price. The model is rebalanced monthly using bloomber data.
Master data
Symbol
WFMULSTOGM
Date created
12/06/2016
Index level
-
High watermark
129.0