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CSBH Invest - Wealth Management

Sebastian Malz

 | CharlesBSH

Last Login: 03/27/2024


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+36.2%
since 9/21/2020

+9.2%
Ø-Perf. per year

+32.3%
Performance (1yr)

15.2%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details

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Trading Idea

Dieses wikifolio setzt auf eine breite Diversifikation der Anlagentitel. Hierfür werden verschiedene Anlagestrategien miteinander kombiniert. Dadurch sollen Performance und Riskio ausgegleichen werden. Die angestrebte Performance soll die des S&P 500 übertreffen.

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Master data

Symbol

WFWEALTHMA

Date created

09/21/2020

Index level

-

High watermark

136.2

Investment Universe

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For the composition of the virtual portfolio click here.

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