First purchase 3GTAA

Bene · 2025-12-01T20:43:25.354689Z

I will also be taking a small position. Just to try it out, it's my first Wikifolio certificate. But I find Epi's strategy very exciting and would gradually expand it further.

HyperX@AxoWallStreet

2Wk

I may also be at the start soon 🫡

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Epi@Epi

2Wk

@AxoWallStreet Welcome on board - when the time comes. 👍

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Garfield@Bonus

2Wk

Entry at @Epi very likely soon. 2nd Wikifolio certificate according to Umbrella.

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Epi@Epi

2Wk

@Bonus Umbrella is running! My secret benchmark. 🤫

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Simon_n@Simon_n

2Wk

@Bonus I don't quite understand why everyone is so obsessed with Umbrella. These are simply ten shares, the main driver of the return was Rheinmetall. The strategy "stocks of companies with what I expect to be great innovation potential" doesn't sound very sophisticated or quantitatively tested either. It has hardly outperformed recently either. Am I missing something magical?

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Garfield@Bonus

2Wk

@Simon_n it's true that the performance has slowed down a bit recently, but Time in Umbrella beats timing Umbrella. 😃

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Simon_n@Simon_n

2Wk

@Bonus Yes, maybe, but what is the economic basis for the strategy? "Innovation potential expected by me" can mean anything. If a fund of just 10 shares (temporarily) outperforms, that looks more like a normal risk premium to me. Especially with Tesla, Rheinmetall & Co, that doesn't look like value based on key figures to me.
What's the difference to "simply copying the portfolio of a random asset manager" ETF?
Maybe also @Epi because you said you see Umbrella as a benchmark?

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Epi@Epi

2Wk

@Simon_n Umbrella's strategy is vague and not very meaningful, that's true. But this is also due to Wikifolio's regulations, which do not want any concrete statements in the descriptions (I have done this myself) - probably because they are enforceable. It should deliberately remain subjective and vague. 3xGTAA also sounds very vague, although it is a strictly quantitative system.

Otherwise, Dobetsberger seems to have an extremely good knack for exploiting trends. Sure, he may have been right a few times by chance, but perhaps he has an algorithm running that is simply superior. At least his success speaks for itself. 🤷

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Simon_n@Simon_n

2Wk

@Epi That's a pity, of course, it prevents insight.
But even if you take a look at Umbrella > Analysis > Profits & Losses, you can see that almost 60% of the profits only come from $RHM.
Perhaps a good recognition of trends, perhaps just a risk premium / good pick.
After all, Bayer, with 15% the third largest position, is not exactly a trend rocket and has not been for years, nor is MercadoLibre.
In any case, there are at least ten trades in the Trades tab every day, so perhaps he also has a sophisticated algorithm 😵‍💫Aufgrund but I wouldn't read too much into the very high proportion of Rheinmetall's profits

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Epi@Epi

2Wk

Thank you for your confidence in the strategy and in me!
I wish us every success. I'm quite heavily invested myself.

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Farqual@Farqual

2Wk

@Epi where exactly do you trade this, at Consor a share also costs ~€10 on top

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Epi@Epi

2Wk

@Farqual Smartbrokerplus.

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Oleg@ScorpionfromBW

2Wk

Where do you buy that? I'd also like to stock up on a few thousand euros

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Johnny B.@JBatelli

2Wk

@ScorpionfromBW search for ISIN DE000LS9U6W1 or WKN LS9U6W with your trusted broker.

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Bene@bene87

2Wk

@JBatelli Exactly, in my case I traded with ING.

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CrashBurner@Psychedelic_Sunflower

2Wk

@ScorpionfromBW justTrade offers this from 500€ order volume without trading costs. Only the usual spread.

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Oleg@ScorpionfromBW

2Wk

@JBatelli The brokers I trust do not offer this

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Oleg@ScorpionfromBW

2Wk

@Psychedelic_Sunflower Thank you. Found where you can buy. Just have to find a new broker.

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CrashBurner@Psychedelic_Sunflower

2Wk

@ScorpionfromBW Yes. I did that too. But it doesn't cost anything and the effort is manageable

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Michael@Happysurfer

2Wk

Unfortunately, I find the purchase costs at comdirect far too high and unfortunately it is not possible to save in a savings plan there either. 12 euros for the purchase is simply too expensive for the amount I want to invest.
Are there any alternatives? Preferably with a savings plan?

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CrashBurner@Psychedelic_Sunflower

2Wk

@Happysurfer JustTrade. From 500€ without order fees. But not suitable for savings plans.

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Michael@Happysurfer

2Wk

@Psychedelic_Sunflower ah thanks. Without order fees would be enough for me. And putting in 500 euros every now and then is in the range where I say it fits. I even wanted to register there once. But somehow there was always an error. I'll have to write to support after all

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EN-SX@en-sx

2Wk

I'm already in ... invested a little higher.

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First purchase 3*GTAA