Católica-Lisbon IP

Performance

  • +9.2 %
    since 2018-02-27
  • -0.7 %
    1 Year
  • +3.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -20.1 %
    Maximum loss (to date)
  • 0.24×
    Risk factor
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Trading Idea

At CLIP, we believe that creating a sustainable long-term portfolio comes with responsibility. Therefore, we strive for consistency and only take a calculated risk. Our rational of choosing assets reflects a profound decision-making process, since we will only invest in securities, whose underlying business model we understand and believe will remain profitable, emphasizing a trading approach on fundamental and chart-technical trends. The decisive factor for the selection should be the respective prevailing market phase. The focus should be on European, US, but also foreign stocks/fixed-income instruments. Depending on the trading approach, the holding period might be of only weeks/months. Losses should be consistently limited, about 1-2% portfolio value per trade is sought. The objective is a stable return in the course of all market phases. One should mainly go long.
CLIP's years of experience as private traders, and analytical skills should help in achieving a good performance.
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Master data

Symbol
WFWF01CLIP
Date created
2018-02-27
Index level
High watermark
115.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-02-10