-2.8%
since 3/8/2022
-1.3%
Ø-Perf. per year
+3.2%
Performance (1yr)
13.4%
Volatility (1yr)
-0.1
Return/Risk
Portfolio chart
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Trading Idea
The Opportunity-SME World Wikifolio should include some international stocks, ETFs, and Funds which are showing high risk/reward potential, from my point of view. The focus should be on (but not limited to) mid-cap sized companies. It is not planned to put any extra focus on dividends, the intentions is though to concentrate on stocks/ETFs/Funds with high value increase potential. The size of 'Opportunity-SME World Wikifolio' is not planed to fall below 8 or go beyond 30 stocks/ETFs/Funds and they are expected to stay there as long as it financially makes sense. In general, I expect an average holding time of 3-5 years. I intend to actively manage this Wikifolio.
Master data
Symbol
WFOPSMEF01
Date created
03/08/2022
Index level
-
High watermark
95.8