🚀🚀 May (the 5th month since the launch) also delivered a great performance. 🚀🚀

It only ran out of steam a little in the final week. But in the last 30 minutes of trading it has turned upwards again. I am following the algorithm with Western DIgital ($WDC (+6.73%)), Lumentum ($LITE (+3.98%)), Ciena ($CIEN (+1.66%)), Kioxia ($285A (+3.69%)) and Bloom Energy ($BE (+3.24%)) at the start.

The initial value was approx. 22,700 euros. Of this, 60 euros were lost due to capital gains tax on the switch to Kioxia and there was a capital inflow of 1,300 euros. This capital inflow largely flowed outside the algorithm into 1 SanDisk share ($SNDK (+6.19%)), as SanDisk is now one of the most valuable 100 companies in the world and has shown the most explosive momentum signals in the last 12 months, but is still stuck in the MSCI World Small Cap Index. To my surprise, this will remain the case for the coming quarter, which means that I will retain my "special position" for the time being. So it started at the beginning of May with 6 shares and 23,750 euros. And May flushed almost exactly +21% into the satellite portfolio.

+5,000 euros price gain - 21% up in 30 days 🚀

Who started and who performed how?

• Bloom Energy +3%
• Western Digital +23% 🚀
• Ciena +16%
• Lumentum -5%
• Kioxia +71% 🚀🚀🚀
• SanDisk +36% 🚀🚀

The overall increase is thus very strongly fueled by Western Digital. But Kioxia was the last and thus smallest position size to be added and has overtaken all other stocks with 71%. Ciena has done a stable job and Bloom Energy and Lumentum have stagnated somewhat without harming the portfolio too much. The special position in SanDisk improved the monthly average slightly. So we did everything right.

YTD the momentum performance is at an outstanding +122% TTWROR. 🤯😍

I hope to close above the 30k mark for June.

Here is a general summary of how the portfolio is made up before the stocks for June are published:

It consists of 3 pots:

Pot 1 selects the momentum stock from the MSCI World with the strongest momentum signal.

Pot 2 selects 4 stocks from the top 30% market capitalization (deciles 8 to 10) with the strongest momentum signal.

Pot 3 selects 3 stocks from deciles 7 to 9 with the strongest momentum signal.

It is to be expected that there will be duplications from the various pots. These are not overweighted, but kept simple. This means that there can be between 4 and 8 stocks in the portfolio.

How will the portfolio change in June?

It's nice to see that almost all stocks ended May on a positive note and even nicer to see that there will still be a change. This means that "from below" a stock has achieved stronger momentum than a stock that was held. In my view, this is the strategy's preferred behavior when it comes to switching.

Micron ($MU) (+0.72%) is back, but Dell ($DELL (+1.91%)) will also make it into the portfolio, displacing Ciena. According to the score, Western Digital would also be narrowly beaten by Intel ($INTC (+7.06%)), but due to the 5% holding threshold there is no change. This means that Intel has once again narrowly missed out on the portfolio.

The composition for June follows:

• Kioxia (6,400 euros)
• Western Digital (6,400 euros)
• Bloom Energy (6,400 euros)
• Lumentum (3,650 euros)
• Micron (2,500 euros)
• Dell (2,500 euros)
• SanDisk (1,400 euros) --> not in the investment universe!

Evaluation of the pots:

Pot 1

Kioxia wins by a wide margin ahead of Micron and Ibiden ($4062) (-0.96%).

Pot 2

Kioxia

Micron

Dell

Western Digital

A hair's breadth ahead of Intel, Seagate ($STX (+8.28%)) and Murata Manufacturing ($6981 (-5.19%))

Pot 3

Absolute dominance of

Kioxia

Bloom Energy

Lumentum

ahead of Ciena and, among others, RocketLab ($RKLB (-10.96%) ).

May the games continue.

Only 35X to the million 🥹

Which ones are you invested in?

+107% Intel $INTC (+7.06%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+2.7%)

+73% MediaTek $2454

+72% AMD $AMD (+5.71%)

+72% Seagate $STX (+8.28%)

+71% SanDisk $SNDK (+6.19%)

+67% KIOXIA $285A (+3.69%)

+66% ON Semiconductor $ON (+1.11%)

+61% STMicroelectronics $STM (-0.37%)

+55% Marvell $MRVL (+3.66%)

+51% NXP $NXPI (+0.95%)

+49% Siltronic $WAF (+4.9%)

+47% GLOBALFOUNDRIES $GFS (+1.67%)

+47% SK Hynix $000660

+47% Micron $MU (+0.72%)

+46% Infineon $IFX (+0.05%)

+45% Western Digital $WDC (+6.73%)

+43% Texas Instruments $TXN (+0.67%)

+42% Arm Holdings $ARM (+10.52%)

+41% QUALCOMM $QCOM (+5.09%)

+41% Monolithic Power $MPWR (-1.07%)

+40% Aixtron $AIXA (+0.59%)

+40% Microchip Techn. $MCHP (+2%)

+34% Broadcom $AVGO (-1.07%)

+30% Skyworks $SWKS (+0.73%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+1.02%)

+18% TSMC $TSM (+1.04%)

+16% Lam Research $LRCX (+2.57%)

+14% KLA $KLAC (+4.67%)

+13% NVIDIA $NVDA (-0.34%)

+10% Applied Materials $AMAT (+3.31%)

+9% ASML $ASML (-0.42%)

I have AMD. Which one do you have?

$VZ (+2%)
$DPZ (+2.59%)
$CDNS (-0.06%)
$BARC (+2.88%)
$SPOT (-0.71%)
$BP. (+0.02%)
$SPGI (+0.74%)
$KO (-0.05%)
$UPS (-0.79%)
$AIR (+1.01%)
$SBUX (+0.67%)
$ENPH (-1.99%)
$NXPI (+0.95%)
$STX (+8.28%)
$BE (+3.24%)
$V (+0.49%)
$MDLZ (-0.75%)
$HOOD (+1.23%)
$MBG (+0.12%)
$UBSG (+1.37%)
$DBK (+3.22%)
$LMND (+1.98%)
$SOFI (-0.94%)
$TER (+5.84%)
$ADS (+0.56%)
$ABBV (+0.8%)
$G24 (-0.9%)
$WM (+0.21%)
$APH (+1.28%)
$CMG (+3.44%)
$GOOG (+0.71%)
$META (-1.01%)
$MSFT (-0.98%)
$AMZN (-2.06%)
$005930
$BAS (+0.45%)
$SU (-0.76%)
$INGA (+1.7%)
$ULVR (+0.66%)
$IDR (-0.73%)
$DHL (-0.52%)
$CAT (+1.55%)
$MA (-0.31%)
$PUM (+0.18%)
$MRK (-1.38%)
$CNHI (+1.51%)
$LLY (-1.65%)
$FSLR (-1.06%)
$WDC (+6.73%)
$RBLX (+0.53%)
$RDDT (-6.33%)
$SNDK (+6.19%)
$AAPL (-1.79%)
$TWLO (-1.63%)
$EL (+2.1%)
$CL (+0.3%)
$XOM (+0.41%)
$CVX (+0.75%)

Good figures and, above all, a strong outlook caused the share price of $STX (+8.28%) rose by almost 10% after the close of trading. It is now up 260% for the year.

Since around 80% of revenue comes from the sale of storage for data centers, this is probably a good sign for the industry as a whole.

A good start to the reporting season :-)

$RYA (+1.15%)
$UNH (+0.63%)
$GM (+0.54%)
$RTX (+0.73%)
$UPS (-0.79%)
$UNP (+1.22%)
$NOC (-0.75%)
$BA (+0.04%)
$MC (+2.71%)
$TXN (+0.67%)
$STX (+8.28%)
$SSAB A (+2.08%)
$ASML (-0.42%)
$GEV (+2.77%)
$SBUX (+0.67%)
$T (+2.18%)
$GD (+0.15%)
$MSCI (+0.95%)
$META (-1.01%)
$NOW (-2.29%)
$IBM (-1.34%)
$LRCX (+2.57%)
$TSLA (+0.76%)
$MSFT (-0.98%)
$000660
$005930
$SAP (-0.42%)
$ABBN (-1.51%)
$DBK (+3.22%)
$ROG (+0.39%)
$DOW (+0.16%)
$NDAQ (+1.33%)
$LMT (-1.68%)
$CAT (+1.55%)
$TMO (-1.16%)
$HON (+1.9%)
$MA (-0.31%)
$BX (+1.63%)
$WM (+0.21%)
$WDC (+6.73%)
$SNDK (+6.19%)
$V (+0.49%)
$AAPL (-1.79%)
$SOFI (-0.94%)
$CL (+0.3%)
$AXP (+1.85%)
$XOM (+0.41%)
$CVX (+0.75%)

Happy New Year everyone! 🎆 Just in time for the start of the year, I would like to share my portfolio update for the Top 8 share pool with you and give you an outlook for 2026.

First things first: no one knows whether 2026 will be a bull or bear year. Predictions for individual assets are often dubious. That's why I'm sticking to my rule-based model and present you with the current top 10.

🔝 My top 8 for the preselection 1st half of 2026:

Rank Share Sector Momentum Score

1 Western Digital ($WDC (+6.73%) IT / Storage solutions 115,2 %

2 Warner Bros. Discovery ($WBD (+0.29%) ) Communication / Media 103,8 %

3 Micron Technology ($MU (+0.72%) ) IT / Semiconductor 103,2 %

4 Seagate Tech ($STX (+8.28%) IT / storage solutions 83,0 %

5 Albemarle ($ALB (+9.38%) Chemicals / Lithium 74,7 %

6 Teradyne ($TER (+5.84%) IT / semiconductor test 67,3 %

7 Newmont ($NEM (+3.23%) ) Commodities / Gold 66,4 %

8 AppLovin ($APP (+3.16%) Software / AdTech 64,4 %

(Closely followed by $HOOD (+1.23%)
and $LRCX (+2.57%)
in 9th & 10th place).

🔍 A few insights into the model:

The sector weighting is exciting this time. We see a strong cluster risk (but also momentum!) in the area of Memory technology and semiconductors.

Interesting: Almost all of the stocks did not perform until the 2nd half of 2025 generated. As my filter weights the most recent past more heavily than the older past, these stocks were flushed to the top. This could be a signal that the trend here is continuing to gather pace.

And which two stocks are we starting 2026 with?

They are still $MU (+0.72%) and $WDC (+6.73%) as these are the two leaders in the ranking within the share pool, in 3rd and 4th place by a relatively large margin.

This means that no action is required for the time being and the next check will not take place until the end of January.

🎯 My goal for 2026: The €50,000 mark

I'm starting with capital of 31.000 €. For motivation, I have created my projections based on various return scenarios:

My personal goal for the end of 2026 is a portfolio value of approx. 50.000 €. This requires a performance of around 60 %. Sporty? Yes. Impossible with momentum? No.

What is your assessment?

Especially with the memory values ($WDC (+6.73%) , $MU (+0.72%) , $STX (+8.28%) are often a divisive issue. Do you still see the sector as the leader in 2026 or will it soon run out of steam? 💬

I wish you all a successful year on the stock market and, above all, good health! 🍀