+18.5%
since 9/20/2017
+2.7%
Ø-Perf. per year
+7.5%
Performance (1yr)
9.5%
Volatility (1yr)
0.2
Return/Risk
Portfolio chart
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Trading Idea
Satellite portfolio seeking alpha by focusing on multiple factors such as momentum indicators, market sentiment figures and business cycle indicators. Equities, fixed income, alternatives and commodities as well as derivatives will constitute the selected asset classes. Investment instruments will basically be index aggregates covering regions and industries. This portfolios' investment horizon is 6 to 24 months and the risk appetite is medium to high, such that is is a typical satellite portoflio in the context of core-satellite investments and can be added to long-term oriented core investments.
Master data
Symbol
WFSATELITE
Date created
09/20/2017
Index level
-
High watermark
122.1