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SOGAMAN SELECT II

Last Login: 12/15/2025


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+21.7%
since 7/1/2025

+1.9%
Performance (1mo)

-
Volatility (max)

-15.1%
Max loss

-
Return/Risk



Portfolio chart

Details

Stock distribution

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

Share of stocks

Tags

Feed

Trading Idea

This trading strategy creates a concentrated portfolio of ten equally-weighted stocks (10% each) selected from the US, Canadian, and European markets. The core philosophy blends growth and momentum, aiming to identify high-quality companies that demonstrate strong market performance. The approach is designed to capitalize on accelerating trends by taking a medium-term view, with an intended holding period of 1 to 6 months, allowing time for the investment's upward trajectory and positive sentiment to continue. Positions are sold when they show signs of losing momentum, if their fundamental growth outlook deteriorates, or when a more compelling investment opportunity with stronger momentum and growth prospects arises.

Master data

Symbol

WFSGM00002

Date created

07/01/2025

Index level

-

High watermark

128.4

Investment Universe

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You want access to all the information?

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.