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SOGAMAN SELECT

Last Login: 12/15/2025


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+24.4%
since 6/28/2025

+10.9%
Performance (1mo)

-
Volatility (max)

-11.3%
Max loss

-
Return/Risk



Portfolio chart

Details

Stock distribution

applies only to stocks (not to ETFs and structured products)

Share of stocks

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Trading Idea

SOGAMAN SELECT I is a concentrated portfolio of five equally-weighted equities, each with a 20% allocation, chosen from US,Canadian, and European markets. The foundational philosophy is a synthesis of growth and momentum, engineered to pinpoint enterprises of unparalleled quality that not only exhibit profound growth trajectories but also demonstrate strong market outperformance. This approach is calibrated to capitalize on accelerating market trends, adopting a discerning medium-term outlook. With an anticipated holding period ranging from one to six months, this duration is strategically designed to allow ample time for the investment's inherent upward trajectory and burgeoning positive market sentiment to fully materialize. Portfolio positions are systematically divested upon clear indications of waning momentum, any discernible deterioration in their fundamental growth outlook, or, indeed, when a superior investment opportunity, characterized by an even more compelling blend of robust momentum and potent growth prospects, emerges.

Master data

Symbol

WF0SGM0001

Date created

06/28/2025

Index level

-

High watermark

126.3

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.