MultistocksGM

Performance

  • -1.6 %
    since 2016-12-06
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
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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. show more
Master data
Symbol
WFMULSTOGM
Date created
2016-12-06
Index level
High watermark
104.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-11-01

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