+129.0%
since 11/11/2016
+11.9%
Ø-Perf. per year
+22.4%
Performance (1yr)
34.3%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
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Trading Idea
The Smart Growth wikifolio aims to invest in stocks of companies with sustainable high returns on invested capital and growth potential. A universe of mainly North American with some European stocks (although other countries are not discarded) has been pre-selected and the fund will invest when prices are reasonable. The wikifolio will aim to hold 20 securities for the long run but will have a cash position if good opportunities aren't found. The Wikifolio can invest in gold ETFs in case of a market correction and I want to take advantage off a flight to safety (I will probably have a large cash position to invest because it will be harder to find ideas during overvalued bull markets leading up to a correction)
Master data
Symbol
WFSTGROWTH
Date created
11/11/2016
Index level
-
High watermark
236.5