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risk-reduced Fund Strategy

Matthias Herold

 | Stiftland

Last Login: 11/05/2025


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+48.0%
since 6/16/2017

+4.7%
Ø-Perf. per year

+18.6%
Performance (1yr)

14.0%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

Tags

Feed

Trading Idea

Feste Quoten der Anlageregionen in Zusammenspiel mit defensiven Aktienfonds. Das Ergebnis ist eine Strategie, die in Abwärtsphasen abfedert und in Aufwärtsphasen dennnoch performt. Die neutrale Quote wird mit Rohstoff ETN und Alternatives bestückt.

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Master data

Symbol

WFRRFSHIAS

Date created

06/16/2017

Index level

-

High watermark

147.0

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.