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amica primus

Last Login: 02/22/2019


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+50.3%
since 7/23/2014

+3.5%
Ø-Perf. per year

+3.2%
Performance (1yr)

13.6%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

Core-Satellite-Strategie. Das Grundinvestment besteht aus globalen gut gerateten liquiden Large Caps mit einer nachvollziehbaren Dividendenpolitik und konstanten langfristigen Wertsteigerungen. Als Beimischung werden auch Mid- und Small Caps sowie in Ausnahmefällen auch Derivate gekauft, wodurch kurzfristige Marktchancen oder Ertragschancen in Zeiten von Seitwärtsbewegungen wahrgenommen werden sollen. Durch das Core-Satellite-System soll eine vergleichsweise niedrige Volatilität erreicht werden.

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Master data

Symbol

WFPRIAMICA

Date created

07/23/2014

Index level

-

High watermark

156.0

Investment Universe

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For the composition of the virtual portfolio click here.