The wf $1MM Portfolio is managed according to the Total Return investment strategy that includes using long and short stocks, bonds, ETFs, or derivatives. The strategy also allows for the use of leverage. Along with its Absolute Return strategy, the wf $1MM Portfolio aims at outperforming the broadest indexes.
The portfolio managers combine over 50 years in securities trading with prime global financial institutions such as Banque Indosuez, Cheuvreux de Virieu, Merrill Lynch International or Salomon Smith Barney.
The wf $1MM Portfolio fees are:
1% Management Fee
20% Performance Fee
wf $1MM Portfolio
Historical Performance & Data
2024
2012 +26.73% Jan +0.74%
2013 +31.38% Feb +3.18%
2014 -7.90% Mar +2.27%
2015 +13.36% Apr -2.94%
2016 +9.71% May +2.11%
2017 +5.44% Jun
2018 +3.91% Jul
2019 +3.81% Aug
2020 +6.74% Sep
2021 +11.77% Oct
2022 -11.57% Nov
2023 +10.94% Dec
2024* +3.17%
* 4 months
Dow Jones 39,056 +0.44%
Nasdaq 16,303 -0.18%
S&P 500 5,188 -0.00%
Asset Allocation
April 30, 2024 May 4, 2024
+20% Cash +20%
+1% US Treasuries +1%
+6% Financials +6%
+5% Healthcare +5%
+6% Consumer Cyclical +6%
+6% Industrials +6%
+8% Technology +8%
+4% Entertainment +4%
+5% Consumer Staples +5%
+2% Utilities +2%
+25% S&P Long +25%
+12% S&P Short +12%
Geographical Allocation
April 30, 2024 May 4, 2024
+100% USA +100%