追跡戦略
Wolff's Flagship Fund
2026/10/25時点
追跡戦略の保有銘柄と顧客ポートフォリオの収益率です。本人の保有銘柄や利益を示すものではありません。
| 銘柄 | 構成比 | 含み損益 |
|---|---|---|
| MSFTMicrosoft Corp | 7.7% | 非公開 |
| AMZNAmazon.Com Inc | 7.2% | 非公開 |
| METAMeta Platforms, Inc. Class A Common Stock | 6.9% | 非公開 |
ポートフォリオの一部のみ公開 · ほか17銘柄は非公開 (78.2%)
銘柄別損益には、公開された取得原価と同じ通貨での日付付き評価額が必要です。配当や実現益を含まない含み損益です。未公開の数値は推測しません。
公開されたポートフォリオ収益率
2026/10/23時点 · 開始日：2024/12/13
- 直近1か月
- -10.33%
- 年初来
- +10.77%
- 1年
- +6.38%
- 開始来
- +103.64%
収益率の算出方法
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.