I entrust my money to complete strangers on the Internet

I'd rather leave that to @Epi, as it's his wikifolio. First of all:
Regarding 2): I would first look at wikifolio certificates, their collateralization etc. at wikifolio.
Re 6): You need a broker who offers "Stuttgart certificates" at a favorable price. At smartbroker+ the purchase costs 4,- Euro.

•

@randomdude with whom?

••

@randomdude Exit costs even at 4 euros?

••

@DonkeyInvestor Ja.

•

@DonkeyInvestor https://www.wikifolio.com/de/de/l/wikifolio-zertifikate-besicherung

•

My strategy for 3) is that if I don't hear from EPI for a few days around the end of the month, I go out. (Vacation granted). Momentum should not break immediately after the end of the month, but I would not like to leave my money unattended in triple leverage certificates.

Regarding 6, I can tell you that I have Smartbroker+. I find the app very unergonomic, but okay for the wikifolio

•

@SchlaubiSchlumpf Do you have a savings plan? Is there even such a thing for Wikifolios?

•

Hmm, there is no button for this. I don't think so. You even had to buy mine in full pieces.

•

@SchlaubiSchlumpf and have you made a one-off investment or do you buy again and again?

•

@DonkeyInvestor once in March 2.8k and in October approx. 2k. Whether I will do it again, I don't know. GTAA is not a serious part of my portfolio in the sense that I have a savings rate for my portfolio and GTAA is not part of it, so it's not rebalanced or anything like that. Quasi a gimmick. (Bitcoin too, by the way) 😁 also means my priority list is savings rate on my multifactor portfolio > lifestyle > GTAA. But I would like to do it again.

•

@DonkeyInvestor https://www.wikifolio.com/de/de/l/sparplan

•

Garv@financer_85

Only certain Wikifolios can be invested in via a savings plan. Unfortunately, the GTAA certificate is not included.
Incidentally, I use JustTRADE - trading is possible there without additional fees.

•

TotallyLost@TotallyLost

@SchlaubiSchlumpf I set myself a target value for the wikifolios and other more active products that I want to achieve.
In the case of 3xGTAA, this is 3% of the portfolio.
When this value is reached, I leave them where they are, there is no rebalancing.

However, products in my portfolio always belong to a super-group, in the case of GTAA this would be momentum.
So if the wikifolio were to perform so badly that it dragged the momentum group, which has a 12% allocation, too far down, I would buy other momentum products, which would probably be the boring but tried and tested $XDEM.
In this way I try to ensure that the more complex constructions are not rebalanced down to 0 if something goes wrong.
After all, you don't cheapen a share that is performing badly forever. 😘

•

ShrimpTheGimp🦐@ShrimpTheGimp

@TotallyLost also a possibility. I wouldn't lump GTAA, even though it's like $XDEM Momentum, because the correlation shouldn't be that great, but you could argue that it is, at least some of the time. I look at it this way. If the wikifolio has made me somewhat rich in a few years, cool. If not, I haven't deviated from my goals.
The mathematical explanation would be, since the asset class allocation changes regularly, it's hard for me to estimate what weighting I should give to GTAA.

The psychological one is that I think it may well be that GTAA might not work at some point. The market mechanism of asset class momentum changes due to technology, investor experience and GTAA eventually comes to nothing and its performance is diminished. Failure would hurt me personally more than I would gain from success if I firmly anchor the allocation in the portfolio. If I leave GTAA at 4% (which is about where I am at the moment) and rebalance, I don't feel it as strongly and have to rebalance quite often.

•

Mo@BigMo

Since I also want to buy @Epi's artwork: Thank you for these legitimate questions 😬

edit;
what I have already found out myself through research and is probably obvious to most: The pieces are not publicly traded, in the sense that you move the price by buying/selling. So you can just drop €100k and be happy.

•

As always, very charmingly formulated. 🤣 but legitimate questions 😉

•

Alex@nitroxx

Point 3 is an interesting question

•

@nitroxx and the others too 😁

••

Paul@paul_finesse_

I also agree with the questions. I've had the certificate on my watch for a while now and would like to get on board.

•

Leah C.@Leah99

Similar for me. Also tradable at Consors, by the way

•

T D.@T-Dax

20H

@Leah99 What are the costs?

••

Kate🦋@Iwamoto

Oh, did so few people notice? @Epi recently appointed a replacement for scenario three. It's me 🤓 and now you can hope it never comes to that 🤪

•

@Iwamoto I pray for @Epi

•

SGP@Koenigmidas

I missed the hype

••

@Koenigmidas frag @Epi

•

Epi@Epi

@Koenigmidas This is not hype.

This is the beginning of rules-based momentum investing as a scientifically backed supplement to passive B&H world ETFs. 💪

•

SGP@Koenigmidas

@Epi can you please link me to your contribution and the wkn ?

••