Performance
+8.2%
In the past 4 months
·
S&P 500
+2.2%
Key figures
Same day
Delay
Low
Risk
1.19
Sharpe
Holdings
About
Every time money moves, someone takes a small cut. This wallet owns the companies that collect it: the exchanges where traders meet, the firms that rate and index the world's debt, the card networks behind everyday spending, and the brokers who arrange deals. We hold them for years, because those small cuts add up through good markets and bad. Financial stocks swing hard, and this portfolio will go through steep drops along the way.
Disclosures
Performance shown is net of an estimated transaction cost.
TrueWallet provides information and signals only. It is not a broker, does not execute trades, and does not hold funds. Nothing here is investment advice. Past performance is not an indication of future results. Full Disclosures