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SOGAMAN SELECT II

SOGAMAN

Last Login: 04/26/2024


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+38.4%
since 1/12/2022

+15.2%
Ø-Perf. per year

+13.3%
Performance (1yr)

24.6%
Volatility (1yr)

0.5
Return/Risk



Portfolio chart

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Trading Idea

SOGAMAN SELECT II embodies an actively managed equity strategy, tailored to capitalize on opportunities within the USA, UK, and European stock markets. Designed to leverage sizable positions for maximal returns within abbreviated holding periods, this approach inherently embraces heightened risk and volatility. However, a judiciously applied discipline serves to mitigate these inherent risks. While the strategy maintains a bias towards Large-Cap stocks, it remains adaptive, with a propensity to entertain Mid-Cap opportunities under extraordinary circumstances. Employing a predominantly technical analysis framework, supplemented by fundamental insights for strategic entries and exits, SELECT II ensures a comprehensive approach to investment decision-making. Notably, SELECT II prudently allocates across all sectors of the stock market, thereby ensuring a diversified portfolio poised to capitalize on diverse market conditions and opportunities.

Master data

Symbol

WFM3148484

Date created

01/12/2022

Index level

-

High watermark

143.7

Investment Universe

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