+34.3%
since 4/29/2025
+23.7%
Ø-Perf. per year
+11.2%
Performance (1yr)
26.1%
Volatility (1yr)
0.8
Return/Risk
Portfolio chart
DetailsTags
Feed
Trading Idea
The "White Girl Discretionary" portfolio targets companies with significant exposure to discretionary spending by young white women (ages 18–35) in the U.S. (but not limited to), focusing on sectors like fashion, beauty, experiences, tech/media, and home/lifestyle. It includes up to 50 stocks, typically rebalances quarterly, and aims for long-term growth by capturing discretionary spending trends. The strategy prioritizes log market cap-weighted diversification, emphasizing companies with strong revenue ties to this demographic’s preferences.
Master data
Symbol
WFWHITEGRL
Date created
04/29/2025
Index level
-
High watermark
135.6


