+0.6%
since 4/27/2019
+0.1%
Ø-Perf. per year
+1.7%
Performance (1yr)
10.1%
Volatility (1yr)
0.0
Return/Risk
Portfolio chart
DetailsTags
Feed
Trading Idea
This portfolio mainly invests in undervalued dividend stocks with a solid discount to fair value and stable, future dividends. The portfolio is secured by bonds and gold, which are aimed to be sold when the market dips. All dividend gains (Dividend Yield: around 5%) are reinvested into stocks at attractive prices.
Master data
Symbol
WFREIT2779
Date created
04/27/2019
Index level
-
High watermark
102.0