Strategy update: Why I include 12% MSCI Europe Momentum as a "midfield turbo"

Hello everyone,

I've taken another look at my portfolio. I currently have a mix of a solid All World (23%) foundation, a strong cash/gold reserve (28%) and some aggressive individual bets such as $IREN (-3,21 %)
$HIMS (+0,09 %) and $LMND (-0,81 %) and $BTC (-3,57 %) .

What I've been missing so far is the "strong midfield" - a component that is less risky than stock-picking but has more power than a standard European index.

My plan: I consistently shift profits from my individual stocks (as soon as they reach +200%) into the iShares MSCI Europe Momentum $IEFM (-0,49 %) . Target weighting: 12 %.

Why exactly this ETF?

Instead of investing in the EuroStoxx 50 $CSSX5E (+0,72 %) "old industrial dinosaurs", the momentum factor filters out the strongest players in Europe at the moment (e.g. $SIE (-0,2 %)
$SAP (+5,28 %)).

Regional diversification: My portfolio is very US and tech-heavy. With the momentum approach, I get the European elite on board, including Switzerland, the UK and Denmark (which are missing from the EuroStoxx!).

Automatic rebalancing: If trends shift (e.g. from pharma to defense or tech), the ETF adjusts every six months. I don't have to guess which sector will perform next.

The strategy: I use my "high-flyers" as a source. When stocks like $IREN (-3,21 %) or $GOOGL (+0,12 %) reach their targets, I withdraw the stake and park it in the momentum ETF. In this way, I reduce my individual stock risk, but remain offensive in terms of the potential return.

The only watchpoint: Since I $NOVO B (+1,94 %) and $ASML (-2,56 %) as individual stocks, I make sure that the total weighting of these stocks in the ETF does not become a lump (limit: max. 8% per stock).

What do you think of the move? Would it be better to invest broadly in the Stoxx 50 $CSSX5E (+0,72 %) or 600 $EXSA (+0,55 %) or does the momentum factor make more sense for a growth strategy? 📈