TuricumAM Test Portfolio

Performance

  • +11.0 %
    since 2015-07-03
  • +14.2 %
    1 Year
  • +1.6 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -29.2 %
    Maximum loss (to date)
  • -
    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

A selection of 15 global high yielding stocks with the following characteristics:

- The portfolio is diversified across regions and sectors.
- The highest yielding stocks are selected from the US, UK and European market.
- In addition to high yield, stocks are screened for dividend sustainability, dividend growth, and liquidity.
- Stocks with a higher dividend yield are assigned a higher weight in the portfolio.
- Regular rebalancings and reviews.

Additional criteria might be used at the portfolio manager's discretion to include or exclude stocks. show more
This content is not available in the current language.

Master data

Symbol
WFTAMDIV00
Date created
2015-07-03
Index level
High watermark
117.1

Rules

wikifolio labels

Investment Universe

Trader

TURICUM Asset Management AG
Registered since 2015-07-02