$DE000LS9U6W1 (-3,63 %)

True to the motto “shut up and take my money,” I topped up my position again and have now reached my target of 100 shares. After yesterday’s dip, I first paid the “spread of death” and then realized that my margin account didn’t have enough to make it up to 100. The remaining four followed today; the spread was more favorable, but the price had risen again.

This time it'll be a little longer, too :)

Actually, it's even better right now than it was in that transaction 😭.

50% of the target has been reached.

I have now taken the plunge and joined@Epi joined.

#3xGTAA

Asset performances 05/26 (30.4.-30.5, according to Wikifolio)

2xWTI: -22.5%

3xGLD: -0.8%

3xQQQ: +28.6%

3xGTAA Depot (30.5., according to Getquin)

30.04.26: 146.940€

30.05.26: 144.555€

Wikifolio certificate (30.5., mid-price according to Wikifolio)

30.04.26: 228,50€

30.05.26: 225,80€

Month: -1.2%

YTD: +38.2%

Review 05/26

After a quiet April, May also remained without any notable movements. Oil and the Nasdaq100 almost balanced each other out: when one went up, the other went down and vice versa. A nice hedge in uncertain times.

Outlook 06/26

The Iran issue seems to be slowly dissolving. Stock markets are rising, gold and oil are continuing to recover. However, we should keep an eye on the rising yields at the long end due to inflation. They are draining liquidity from the capital markets and putting a prospective strain on them. This is accompanied by a significant shift in the portfolio.

As already indicated in recent reports, gold has now finally fallen below the SMA150 after almost 2.5 years and is leaving the portfolio. It will be replaced by the No. 3 asset class with the strongest momentum in the pool: Eurostoxx50.

The allocation for 6/26 is:

2xWTI

3xQQQ

3xEU50

This means that the portfolio is officially in risk-on mode in June.

Report from the 3xGTAA workshop

Lately the comment has been popping up here on Getquin, "I have 3xGTAA as a stability anchor." (@multibagger, you know who I mean!) At first glance, this seems strange given the leveraged nature and associated volatility of the strategy. For Auntie Else with a savings account and Riester contract, the statement is unlikely to apply. An MSCI World ETF saver could also have difficulties with it. After all, 3xGTAA fluctuates roughly as much in a day as MSCI World does in a week. Nevertheless, the statement could make sense.

The point is not so much the volatility of 3xGTAA, but the uncorrelated nature of that volatility to other asset classes. If someone has a portfolio that has some highly correlated assets, e.g. US memory chip stocks, then a certain amount of 3xGTAA can actually lower the overall volatility of the portfolio if the fluctuations are in opposite directions. "Stability anchor" is perhaps not quite the right word here, because an anchor hardly moves or does not move at all. In my opinion, the more appropriate term would be "counterweight". The asset structure of the rest of the portfolio is always decisive for whether a leveraged multi-asset momentum strategy fits into one's own portfolio and, if so, to what weighting. For Auntie Else, 3xGTAA remains a no-go.

Another issue: The "Trader is self-invested" status is displayed on the Wikifolio website. This only means something to a limited extent, as this requires a proven investment of €5,000. To make it clear that this is a bit more for me, I'll share a portfolio statement with the shares I hold.

May the momentum continue to be with you!

Your Epi

https://www.wikifolio.com/de/de/w/wf03x0gtaa

$DE000LS9U6W1 (-3,63 %)

I started investing slowly in 2021 and am now 33 years old. After initial mistakes that everyone probably makes, I'm now probably on the right track, which lets me sleep extremely relaxed. Savings rate 750 euros and if it fits there are still individual purchases. No hype stocks, just relaxed, steady wealth accumulation with additional dividends. This year it should be just under 2000 euros net and that's just the beginning. In addition to my ETFs and a few individual shares, I have $BTC (-0,86 %) and $$DE000LS9U6W1 (-3,63 %) which are also fed with individual purchases. Next year I'm planning to buy a car, so I have money in my call money account to buy the car without a loan. Life can be so simple. I wish all investors continued rising prices 🚀

A year later, a lot has changed in the portfolio - not just a year older 🫣 😉

My strategy is now a core satellite strategy. Whereby the core ($VWCE (-0,61 %) , $TDIV (-0,14 %) and $EIMI (-1,31 %) is). The satellites are a mix of $BTC (-0,86 %) , $EWG2 (+1,2 %) , $SSLN (+1,37 %) and momentum models such as $DE000LS9U6W1 (-3,63 %) and $DE000LS9VVV3 (-7,51 %) . I have currently stopped my savings plans, as I have added to them over the last few months when prices were a little lower. And I am currently 85% invested with my assets. However, I would like to invest another €5k in the momentum models, which are already on the broker and limit orders have been set (so that I reach roughly 10% with the momentum models). In addition, my plan with $BRK.B (+1,56 %) has not worked out at the moment, as I still have a loss pot of just under 700€. So I'm still holding on, and as soon as that is reached, the amount will be invested in the other positions.

✌️

The tax refund arrived today. After I received some nice tips from Epi 3 days ago, it went straight into the @Epifolio ($DE000LS9U6W1 (-3,63 %) ). For the time being only 2 shares = ~2% of the total portfolio. The next shares will follow next year with the next refund! :)