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Behind the scenes of Momentum

Last Login: 12/14/2025


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+15.0%
since 5/17/2024

+9.2%
Ø-Perf. per year

+36.7%
Performance (1yr)

31.5%
Volatility (1yr)

0.3
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

Ziel ist, in Unternehmen zu investieren, die unverzichtbare Produkte oder Dienstleistungen für aufstrebende und trendige Branchen bereitstellen: Infrastruktur, Vorprodukte, Werkzeuge, Dienstleistungen, Forschung. Die Auswahl der Unternehmen erfolgt nach News sowie fundamentaler und technischer Betrachtung unter grundlegender Berücksichtigung von Diversifikation und Risikomanagement bei erhöhter Risikobereitschaft für kurzfristige Dynamiken, Volatilität und Investments auch in kleinere Unternehmen. The objective is to invest in companies that provide essential products or services for emerging and trendy industries: Infrastructure, intermediate products, tools, services, research. The selection of companies is based on news as well as fundamental and technical considerations, taking fundamental account of diversification and risk management with an increased risk tolerance for short-term dynamics, volatility and investments even in smaller companies.

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Master data

Symbol

WF0BETSOMO

Date created

05/17/2024

Index level

-

High watermark

131.4

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.