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Superior World Gems

Last Login: 02/09/2026


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+21.7%
since 1/27/2024

+7.5%
Ø-Perf. per year

+23.2%
Performance (1yr)

38.6%
Volatility (1yr)

0.2
Return/Risk



Portfolio chart

Details
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Trading Idea

My financial model is based on finding and holding Outstanding Companies which present 7 key factors: - Wonderful Management - High Profitability - Great Capital Allocation - Bright future ahead - Historical Outperformance - Wide Moat - Presence in different continents I allocate to each factor a score, and I invest only in companies that have the highest possible score. The model runs 23 key indicators including ROIC, ROCE, Quality of work environment, techical analysis, PEG ratio, WACC/ROIC ratio, ROE, PEG ratio, Net Margins, Buybacks, historical performance vs the benchmark, world diversification, currency risk/reward ratio, and others. The benchmark of my model is the MSCI World. The goal is to outperform it in the long term.

Master data

Symbol

WFEMILGEMS

Date created

01/27/2024

Index level

-

High watermark

131.3

Investment Universe

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For the composition of the virtual portfolio click here.