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White Girl Discretionary

Last Login: 09/19/2025


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+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

Details
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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

Investment Universe

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For the composition of the virtual portfolio click here.