Asset Performance (in the Portfolio):

Energy | +13.87%

EXUS | +0.85%

Small 2x | +0.00%

Commodities | -0.56%

BTC | -5.89%

EM 3x | -21.04%

Wikifolio Certificate:

10/2026: -1.78%

Since 02/01/2026: -1.53%

Performance Benchmarks (Max DD):

10/2026

🥇3xGTAA: +3.3% (-4.9%) @Epi

🥈MSCI World: +0.6% (-2.1%)

🥉MATT: -1.8% (-5.3%) @SemiGrowth

Gold: -5.2% (-7.0%)

EU AI Backbone: -6.0% (-12.4%) @HoldTheMike

levGTAA: -14.1% (-18.0%) @flyingsquirrel

Individual Stock Mom: -26.1% (-28.9%) @Krush82

NextLimits: -27.1% (-31.2%) @ScaleLimits

-

Since February 1, 2026

🥇3xGTAA: +29.3% (-23.1%) @Epi

⬆️🥈MSCI World: +15.4% (-6.4%)

⬆️🥉MATT: -1.5% (-15.0%) @SemiGrowth

⬆️(since July 1) EU AI Backbone: -13.8% (-16.7%) @HoldTheMike

⬆️Gold: -14.1% (-24.8%)

(since Oct. 1) levGTAA: -14.1% (-18.0%) @flyingsquirrel

⬇️Individual Stock Mom: -14.3% (-49.6%) @Krush82

(since July 1) NextLimits: -41.4% (-40.0%) @ScaleLimits

-

Trading Days:

Oct. 9

No changes

Oct. 23

+ Bitcoin, EXUS

- 2x Small, 3x EM

Allocation at the end of the month:

25% Energy $IXC (+0,26 %)

25% Commodities $XDBC (-0,26 %)

25% EXUS $EXUS (-0,15 %)

25% Bitcoin $BTC (+0,68 %)

MATT Strategy: https://getqu.in/1zBXjL/

$DE000LS9VY75 (-0,18 %)

Asset Performance (in the Portfolio):

Energy | +1.29%

Commodities | +0.25%

EM 3x | -0.61%

Small 2x | -3.96%

Wikifolio Certificate:

09/2026: -1.03%

Since 02/01/2026: +0.25%

Performance Benchmarks (Max DD):

09/2026

🥇NextLimits: +18.7% (-7.0%) @ScaleLimits

🥈Individual Stock Mom: +17.5% (-5.1%) @Krush82

🥉3xGTAA: +12.8% (-3.7%) @Epi

MSCI World: +1.3% (-1.8%)

EU AI Backbone: +1.0% (-6.0%) @HoldTheMike

MATT: -1.0% (-3.2%) @SemiGrowth

Gold: -4.4% (-5.8%)

-

Since February 1, 2026

⬆️🥇3xGTAA: +25.1% (-23.1%) @Epi

⬆️🥈Individual Stock Mom: +16.0% (-49.6%) @Krush82

⬇️🥉MSCI World: +14.7% (-6.4%)

⬇️MATT: +0.3% (-15.0%) @SemiGrowth

⬆️(since July 1) EU AI Backbone: -8.4% (-13.3%) @HoldTheMike

⬇️Gold: -9.4% (-24.8%)

(since July 1) NextLimits: -19.7% (-38.5%) @ScaleLimits

-

Trading Days:

September 11

No changes

September 25

No changes

Allocation at the end of the month:

25% 2x Small $DE000SJ1Q3V8 (+0,3 %)

25% Energy $IXC (+0,26 %)

25% Commodities $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% Cash

MATT Strategy: https://getqu.in/1zBXjL/

$DE000LS9VY75 (-0,18 %)

From a macro perspective, the market is pretty boring right now. In August, there was heavy buying of the assets that had been sold in July, though defensive energy and commodity assets continue to rise. The latter were added back to the portfolio this month after being temporarily removed in July due to weak momentum.

Interestingly, this is the first month in which all assets have made a positive contribution to performance.

The market remains challenging for momentum strategies due to a lack of clear direction; MATT continues to hold a somewhat neutral position.

Interestingly, Bitcoin has surprisingly gained nearly enough momentum to be included in MATT—perhaps we’ll see a BTC comeback in September.

Asset Performance (in the portfolio):

EM 3x | +12.08%

Small 2x | +3.66%

Energy | +2.94%

EXUS | +1.32%

Commodities | +0.39%

Wikifolio Certificate:

08/2026: +4.47%

Since 02/01/2026: +1.29%

Performance Benchmarks (Max DD):

08/2026

🥇Individual Stocks Mom: +18.4% (-13.9%) @Krush82

🥈Gold: +8.8% (-4.0%)

🥉MATT: +4.5% (-2.9%) @SemiGrowth

3xGTAA: +2.5% (-7.3%) @Epi

MSCI World: +1.7% (-2.7%)

NextLimits: +0.8% (-18.0%) @ScaleLimits

EU AI Backbone: -0.8% (-5.3%) @HoldTheMike

-

Since February 1, 2026

🥇MSCI World: +13.2% (-6.4%)

🥈3xGTAA: +10.9% (-23.1%) @Epi

🥉MATT: +1.3% (-15.0%) @SemiGrowth

⬆️Individual Stock Mom: -1.3% (-49.6%) @Krush82

Gold: -5.2% (-24.8%)

⬇️(since July 1) EU AI Backbone: -9.3% (-12.44%) @HoldTheMike

(since July 1) NextLimits: -32.3% (-38.5%) @ScaleLimits

-

Trading Days:

Aug. 14

No changes

July 28

+Commodities ($XDBC (-0,26 %) )

-EXUS ($EXUS (-0,15 %) )

Allocation at the end of the month:

25% 2x Small $DE000SJ1Q3V8 (+0,3 %)

25% Energy $IXC (+0,26 %)

25% Commodities $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% Cash

MATT Strategy: https://getqu.in/1zBXjL/

$DE000LS9VY75 (-0,18 %)

July was a weak month for momentum strategies. MATT held up relatively well. In particular, the memory and AI trades were heavily sold off, and with them, the emerging market ETF. The remaining energy exposure helped offset this somewhat. The S&P 500 was sold off again at the end of the month because the TIPS indicator was no longer positive.

It seems to me that there’s no clear direction in the market right now; MATT remains in a somewhat neutral position.

Right now, the World ETF is outperforming the entire Getquin crew xD

MATT Strategy: https://getqu.in/1zBXjL/

Asset Performance (in the portfolio):

Energy | +12.47%

Commodities | +0.03%

EXUS | -0.11%

Small 2x | -7.33%

EM 3x | -21.73%

Wikifolio Certificate:

07/2026: -5.10%

Since 02/01/2026: -3.04%

Performance Benchmarks (Max DD):

07/2026

🥇Gold: +2.7% (-5.1%)

🥈MSCI World: -0.2% (-2.4%)

🥉MATT: -5.1% (-7.7%)

3xGTAA: -8.5% (-10.3%) @Epi

EU AI Backbone: -8.6% (-12.44%) @HoldTheMike

NextLimits: -32.9% (-38.5%) @ScaleLimits

Individual Stock Mom: -37.9% (-41.4%) @Krush82

-

Since February 1, 2026

⬆️🥇MSCI World: +11.4% (-6.4%)

⬆️🥈3xGTAA: +8.1% (-23.1%) @Epi

⬆️🥉MATT: -3.0% (-15.0%)

(since July 1) EU AI Backbone: -8.6% (-12.44%) @HoldTheMike

⬆️Gold: -12.9% (-24.8%)

⬇️Individual Stock Mom: -16.7% (-49.6%) @Krush82

(since July 1) NextLimits: -32.9% (-38.5%) @ScaleLimits

-

Trading Days:

July 3

-Commodities ($XDBC (-0,26 %) )

+3xSP500 ($3USL (+2,59 %) )

July 17

No changes

July 31

-3xSP500 ($3USL (+2,59 %) )

+EXUS ($EXUS (-0,15 %) )

Allocation at the end of the month:

25% 2x Small $DE000SJ1Q3V8 (+0,3 %)

25% Energy $IXC (+0,26 %)

25% EXUS $EXUS (-0,15 %)

20% 3x EM $3EML (+7,04 %)

5% Cash

MATT remains (as it did in May) relatively defensively positioned, as energy and commodities were still showing strong momentum. However, these have now fallen significantly further, as reflected in the relatively weak performance. Unfortunately, emerging markets were very volatile and thus barely generated any returns.

At the moment, it looks as though the strategy will switch completely to “risk-on” mode for the first time next month (July 3). At that point, in addition to small caps and emerging markets, the S&P 500 and WorldExUS will also be included.

This makes July a very exciting month for MATT.

MATT Strategy: https://getqu.in/1zBXjL/

Asset Performance (in the portfolio):

Small 2x | +7.09%

EM 3x | -2.64%

Energy | -5.93%

Commodities | -9.49%

Wikifolio Certificate:

06/2026: -2.54%

Since 02/01/2026: +2.17%

Performance Benchmarks (Max DD):

06/2026

🥇Individual Stocks Mom: +22.0% (-15.9%) @Krush82

🥈MSCI World: +1.5% (-3.3%)

🥉MATT: -2.5% (-8.1%)

3xGTAA: -6.4% (-15.5%) @Epi

Gold: -9.9% (-9.9%)

Since February 1, 2026

⬆️🥇Individual Stocks Mom: +34.3% (-24.7%) @Krush82

⬇️🥈3xGTAA: +18.1% (-17.6%) @Epi

🥉MSCI World: +11.6% (-6.4%)

MATT: +2.2% (-12.1%)

Gold: -15.2% (-24.8%)

Trading Days:

June 5

No changes

June 19

No changes

Allocation at the end of the month:

25% 2x Small $DE000SJ1Q3V8 (+0,3 %)

25% Energy $IXC (+0,26 %)

25% Commodities $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% Cash

The stock markets are rallying again. At least superficially.

If you take a closer look, you realize that the rally has been driven by very few AI stocks.

MATT has still been heavily defensively positioned, as energy and commodities still had such strong momentum. Only the emerging markets provided a strong boost, while gold continued to fall. Energy and commodities remained fairly stable despite the falling oil price. Towards the end of the month there was finally a rotation from gold into 2x leveraged small caps, which had slightly stronger momentum than the S&P 500.

This means that around 45% of the portfolio is now invested offensively. MATT is therefore slowly shifting into risk-on mode. Nevertheless, it still contains a certain amount of protection against a renewed escalation in the Middle East.

MATT continues to have low volatility compared to other momentum strategies.

MATT strategy: https://getqu.in/1zBXjL/

Asset performance (in the portfolio):

EM 3x | +20.85%

Commodities | +1.03%

Gold 2x | -6.85%

Energy | -4.71%

Small 2x | +2.65%

Wikifolio certificate:

05/2026: +2.78%

Since 01.02.2026: +4.83%

Comparative values Performance (Max DD):

05/2026

🥇MSCI World: +4.8% (-1.7%)

🥈Single stock mom: +3.4% (-13.3%) @Krush82

🥉MATT: +2.8% (-1.8%)

3xGTAA: +0.5% (-7.9%) @Epi

Gold: -3.4% (-6.8%)

Since 01.02.2026

🥇3xGTAA: +26.2% (-16.2%) @Epi

🥈Single share mom: +10.1% (-24.7%) @Krush82

🥉MSCI World: +9.9% (-6.4%)

MATT: +4.8% (-12.1%)

Gold: -5.9% (-17.5%)

Trading days:

08.05.

no changes

22.05.

+ 2x Small ($DE000SJ1Q3V8 (+0,3 %) )

- 2x Gold ($LBUL (-0,46 %) )

Allocation at the end of the month:

25% 2x Small $DE000SJ1Q3V8 (+0,3 %)

25% Energy $IXC (+0,26 %)

25% Commodities $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% cash

After the emerging markets were switched out last month due to the sharp slump, they are now back in. This means that the allocation from February has been reached again. This month, the only comparison product that performed well was the single stock momentum of @Krush82 worked well.

Equities have fallen sharply, which has only partially benefited MATT (or other GTAA strategies).

The very politically driven kangaroo markets continue to pose a challenge for MATT. Nevertheless, a small increase in value was achieved.

Gold and the energy index have undergone consolidation. MATT remains largely defensively positioned.

One positive aspect is MATT's very low volatility this month.

In addition, the MATT wikifolio became investable a few days ago.

MATT strategy: https://getqu.in/1zBXjL/

Asset performance (in the portfolio):

EM 3x | +14.41%

Commodities | +2.90%

Gold 2x | -2.42%

Energy | -2.98%

Wikifolio certificate:

04/2026: +1.84%

Since 01.02.2026: +1.99%

Comparative values Performance (Max DD):

04/2026

🥇Individual stocks-Mom: +11.4% (-8.9%) @Krush82

🥈MSCI World: +8.9% (-0.5%)

🥉3xGTAA: +1.9% (-9.7%) @Epi

MATT: +1.8% (-1.8%)

3xGM: +0.1% (-0.0%) @wokenbynoises

Gold: -2.9% (-5.3%)

Since 01.02.2026

🥇3xGTAA: +25.6% (-16.2%) @Epi

🥈Single share mom: +6.5% (-24.7%) @Krush82

🥉MSCI World: +4.9% (-6.4%)

MATT: +2.0% (-12.1%)

3xGM: +0.1% (-0.0%) @wokenbynoises

Gold: -2.6% (-17.1%)

Trading days:

10.04.

+ 3xEM

24.04.

no changes

Allocation at the end of the month:

25% 2x gold $LBUL (-0,46 %)

25% energy $IXC (+0,26 %)

25% raw materials $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% cash

A volatile month on the markets lies behind us. Almost all trends on the stock market were broken. Only commodities continued to benefit. At the end of the month, hopes of an end to the war in Iran emerged, which brought the trends in the other direction closer again.

All allocation trends were clearly in sync at the end of last month. The emerging markets and gold trends were both broken, although gold was still above the SMA on the date of the signals and therefore remains in the portfolio.

With commodities, energy and gold, the portfolio is clearly defensively positioned and completely avoids (normal) equities.

In general, a market environment with rapidly changing trends is rather bad for momentum strategies and MATT.

This month there were also approx. -2% stochastic losses due to timing, which had a negative impact on performance. Since the signals are calculated at closing prices, but I trade at the main trading times on the following day in order to minimize spreads, there are deviations between signals and actual execution prices. This should balance out over the long term. This month, due to the volatility, there was about 7% downward deviation when selling 3xEM and upward deviation when buying 2xGold.

In future, I plan to include systematic and stochastic gains/losses in the monthly review.

Systematic losses would be, for example, spread and Wikifolio fees.

@wokenbynoises Your GTAA variant will also be added next month

Then we can actually set up a Getquin umbrella wikifolio xD.

This month the wikifolio should become investable for MATT.

MATT strategy: https://getqu.in/1zBXjL/

Wikifolio (investable from around mid-April): https://www.wikifolio.com/de/de/w/wf000matt0

Asset performance (in portfolio):

Energy | +13.19%

Commodities | +3.76%

Gold 2x | -12.01%

EM 3x | -30.54%

Wikifolio certificate:

03/2026: -7.89%

Since 01.02.2026: 0.15%

Comparative values Performance (Max DD):

03/2026

🥇3xGTAA: +3.3% (-16.2%) @Epi

🥈MSCI World: -4.9% (-5.6%)

🥉MATT: -7.9% (-11.6%)

Individual stocks-Mom: -8.4% (-24.7%) @Krush82

Gold: -9.0% (-17.1%)

Since 01.02.2026

🥇3xGTAA: +23.2% (-16.2%) @Epi

🥈Gold: +0.3% (-17.1%)

🥉MATT: +0.2% (-12.1%)

MSCI World: -3.7% (-5.9%)

Individual stocks mom: -4.4% (-24.7%) @Krush82

Trading days:

13.03.

no changes

27.03.

- EM 3x $3EML (+7,04 %)

Allocation at the end of the month:

33% 2x gold $LBUL (-0,46 %)

30% Energy $IXC (+0,26 %)

30% commodities $XDBC (-0,26 %)

7% Cash

The first month for MATT is already behind us. And a good one at that.

On February 13, we switched to the final universe. Since then there have been no signs of reallocation. The assets currently selected have a large momentum gap. With commodities, energy, gold and emerging markets, the portfolio is positioned "anti-crisis" and avoids industrialized countries completely. MATT has therefore adapted to the geopolitical situation.

As expected, the momentum strategy is delivering slightly lower returns than 3xGTAA with fewer negative swings. The world index was clearly beaten.

MATT strategy: https://getqu.in/1zBXjL/

Wikifolio (investable from approx. mid-April): https://www.wikifolio.com/de/de/w/wf000matt0

Asset performance (in portfolio):

EM 3x | +15.7%

Gold 2x | +8.9%

Ex USA | +3.3%

Energy | +2.6%

Commodities | -0.6%

Gold 3x | -3.2%

Wikifolio certificate (total):

+8.72%

Comparative performance (Max DD per month):

🥇3xGTAA: +12.2% (-5.8%) (https://getqu.in/Zm0Z01/)

🥈MATT: +8.7% (-4.4%)

🥉Gold: +6.3% (-4.7%)

MSCI World: +1.1% (-0.7%)

Trading days:

13.02.

+ Gold 2x $LBUL (-0,46 %)

+ Energy $IXC (+0,26 %)

- World ex USA $EXUS (-0,15 %)

- Gold 3x $3LGO (-1,06 %)

27.02.

no changes

Allocation at the end of the month:

25% 2x gold $LBUL (-0,46 %)

25% energy $IXC (+0,26 %)

25% raw materials $XDBC (-0,26 %)

20% 3x EM $3EML (+7,04 %)

5% cash