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Mid term pump

Ludovic Leclerc

 | LeclercLudovic

Last Login: 09/02/2023


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+18.8%
since 10/20/2022

+5.6%
Ø-Perf. per year

+10.8%
Performance (1yr)

16.6%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

With this wikifolio, I am aiming for stable medium-term growth which could be obtained by investing mainly in shares listed on European or American markets, but some ETFs are still possible. Stock selection is plan by combining two recognized investment methodologies: chartist analysis (trend following, positive MACD, encouraging RSI, break out, etc.) and fundamental analysis (debt, PER, cash flow). Indeed, the choices should be made according to criteria about 80% technical analyzes on medium-term trends and 20% according to fundamental analysis in search of “Value” investment. In such a way that a stock meeting the two criteria will be fully invested while a share meeting only the technical criteria will be invested with caution. The goal is a double-digit average annual return, taking advantage of bullish market flows, and exiting during bearish flows (ex: COVID, War, Subprime….) In order to limit the risk, it would in my opninion require a spread over various sectors and various countries, and risk management techniques such as stoploss and the observation of trend reversals. It is indeed necessary to try to manage the events which can impact the values while being aware that losses are to be expected. The holding period for securities in the wikifolio should normally be from short to mid terms.

Master data

Symbol

WFWEEKPUMP

Date created

10/20/2022

Index level

-

High watermark

119.5

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.