Future of Finance

riseandshine

Performance

  • +121.6 %
    since 2016-07-28
  • -0.9 %
    1 Year
  • +15.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -35.5 %
    Maximum loss (to date)
  • 0.97×
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio and the performance-chart please register now - for free.

Register

Trading Idea

From my point of view, the financial services industry is ripe for disruption. Either the incumbents raise their game, or new entrants might eat their lunch. The future might turn out to be a mix of the two.

Therefore I plan to invest globally in stocks of
- traditional players in financial services with a considerable investment into new technologies (or plan to do so)
- new players that bring innovation to financial services

The selection of stocks will depend upon my personal judgement of how relevant these investments or innovation might be. I will draw upon readily available information on the internet as well as personal experience.

I intend to hold a well diversified portfolio of several stocks mid- to long-term and may from time to time exploit short-term trading opportunities. show more

Master data

Symbol
WFRASFOFIN
Date created
2016-07-28
Index level
High watermark
266.2

Rules

wikifolio labels

Investment Universe

Trader

Stefan Kainz
Registered since 2014-07-22