USA Combined Alpha

TechGuru4ETF

Performance

  • -6.0 %
    since 2018-07-02
  • +38.0 %
    1 Year
  • -1.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -56.3 %
    Maximum loss (to date)
  • 0.88×
    Risk factor
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Trading Idea

Combined multi-factor Alpha
Top 10 rebalanced every first Monday of the month;
It Will focus on US Stocks with a minimum of $600Mio Market Cap.
he Combined Alpha Model provides a simple, single score for a company helping simplify the stock selection process.

1 share of the S&P 500 ETF is bought to measure relative performance to the index.

The score is derived from the ‘optimal’ combination of available quantitative models across value, momentum, ownership and quality models.
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Master data

Symbol
WFUSACOM10
Date created
2018-07-02
Index level
High watermark
99.5

Rules

wikifolio labels

Investment Universe

Trader

Marc Boulos
Registered since 2014-10-21

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis