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 +3.32%
2017 +5.44% Jun +2.11%
2018 +3.91% Jul -0.22%
2019 +3.81% Aug +1.54%
2020 +6.74% Sep +0.89%
2021 +11.77% Oct -1.31%
2022 -11.57% Nov +2.77%
2023 +10.94% Dec
2024* +9.71%
* 10 months
Dow Jones 43,408 +0.32%
Nasdaq 18,966 -0.11%
S&P 500 5,917 +0.00%
Asset Allocation
October 31, 2024 November 16, 2024
+14% Cash +14%
+1% Financial Services +1%
+6% Financials +6%
+5% Healthcare +5%
+6% Consumer Cyclical +6%
+6% Industrials +6%
+12% Technology +12%
+4% Entertainment +4%
+5% Consumer Staples +5%
+2% Utilities +2%
+1% Energy +1%
+27% S&P Long +27%
+11% S&P Short +11%
Geographical Allocation
October 31, 2024 November 16, 2024
+99% USA +99%
+1% European Union +1%