Thank you for the nomination @Hannes_SK
I would enter the race with the following portfolio:
https://getqu.in/Hn99iz/izyw2M/
Due to the short time period, I take a greater risk here than in a regular portfolio.
$JPM (+0,97 %) : Consistently good numbers, great outlook and would benefit from another rate hike.$8316 (+1,1 %) : Strongly diversified in the financial market and good performance. Would also benefit from an interest rate hike$DXSN (+1,09 %) : DAX short because you can always short the 🦡. Again, the idea is: interest rate hike comes and DAX goes down