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Investments into the future

MariaJose

Last Login: 05/05/2023


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+2.0%
since 12/29/2021

+1.0%
Ø-Perf. per year

+11.9%
Performance (1yr)

15.8%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

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Trading Idea

Based on my strong belief that technology should serve first and foremost humanity this wikifolio targets investment for innovation-led growth and societal progression. Initial focus will be set on following areas: - Digital Payments (including leveraging DLT employment for digital assets) - Energy (Incl. Renewables, distributed energy generation and green hydrogen) - Technology & Innovation (Key and deep technologies, currently being AI, VR, autonomous systems, data analytics) - Strong Consumer Brands (with high sustainability and climate protection acumen) - Health (based on selected treatment and research areas along mental health and longevity and incl. digital solutions) - Biotech - Consumer Goods - Utilities & Infrastructure This wikifolio will have a mid- to long term orientation related to investments in disruptive technologies. Performance will be partly achieved with „buying the dips“ in volatile and cyclical investment opportunities. Solid income is planned by a few utilities and infra companies with consistent dividend yields.

Master data

Symbol

WFFUTINV01

Date created

12/29/2021

Index level

-

High watermark

105.3

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.

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