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SOGAMAN REGULUS

SOGAMAN

Last Login: 11/23/2024


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+3.5%
since 5/8/2024

+7.0%
Performance (1mo)

-
Volatility (max)

-13.8%
Max loss

-
Return/Risk



Portfolio chart

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Trading Idea

SOGAMAN REGULUS adeptly employs a similar methodology as SOGAMAN SELECT MCMXCIII, illustrating an actively managed equity approach, shrewdly positioning itself to establish substantial positions, each commanding a weight ranging from 10% to a maximum of 20% per instrument. With focus on opportunities within the USA, UK, and European stock markets, this strategy is honed to steadfastly hold sizable positions for optimal returns within concise holding periods, deftly acknowledging and adeptly navigating through heightened levels of risk and volatility. REGULUS allocates across all sectors of the stock market, ensuring that opportunities are keenly seized in the short term, strategically maintaining positions across the entirety of market sectors.

Master data

Symbol

WFSOGA0017

Date created

05/08/2024

Index level

-

High watermark

102.6

Investment Universe

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