Portfolio chart
DetailsStock distribution
applies only to stocks (not to ETFs and structured products)
Share of stocks
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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
WFSGM00002
07/01/2025
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128.4