Hello everyone,

Following the recovery in August, the momentum strategy continued to gain ground in September as well. Both models delivered positive returns, ensuring that the overall strategy has now largely made up for the July setback.

📊 The hard facts

• Starting capital in September: €41,767.27
• Ending capital in September: €48,506.16
• Absolute gain: +€6,738.89
• Performance in September: +16.12%
• YTD performance: +95.51%
• CAGR over the last 365 days: +136.73%
• CAGR since inception (Oct. 2023): +84.89%

As a result, the overall strategy is once again approaching the €50,000 portfolio value mark and is now just slightly below the record high set in June.

📈 Performance of Individual Strategies

🇺🇸 US Momentum Leaders (Wikifolio)

• Monthly performance: +17.50%
• Value appreciation: +€4,807.90

The U.S. model was once again the strongest driver of performance. Leading stocks in the storage, server, and infrastructure sectors continued to build on their relative strength.

🌍 Global 1200 Momentum Leaders $19021982 (+0,26%)

• Monthly performance: +13.47%
• Capital gain: +€1,930.99

The global model also continued its upward trend and made a solid contribution to overall performance.

🔄 Rebalancing for October

🇺🇸 US Momentum Leaders $DE000LS9VVV3 (+0,28%)

There are no changes in the U.S. model. The previous top performers are holding their positions and remain invested.

Current allocation for October:

• ✅ SanDisk (SNDK)
• ✅ Dell Technologies (DELL)

The following stocks continue to hold the top three spots in the current ranking:

SanDisk (SNDK)

Dell Technologies (DELL)

Micron Technology (MU)

🌍 Global 1200 Momentum Leaders

In the Global model, however, there has been a change for the first time in several months.

Kioxia Holdings has lost its second-place spot in the ranking and is therefore being removed from the portfolio. Replacing it in second place is Dell Technologies (DELL) .

Current October allocation:

• ✅ SanDisk (SNDK)
• ✅ Dell Technologies (DELL)

Change from the previous month:

• ❌ Kioxia Holdings
• ✅ Dell Technologies (DELL)

This marks the first time both models have identical positions, relying entirely on the combination of SanDisk and Dell Technologies.

Conclusion

September confirms the stabilization following a difficult July. With a monthly return of +16.12% , the overall strategy was able to continue the positive trend from the previous month and bring the YTD performance back up to +95.51% .

Particularly noteworthy is the current convergence of both models: Both the U.S. and Global models identify the same stocks as the most attractive momentum candidates. The fact that two universes calculated independently of one another agree on the same top performers currently speaks to the exceptional strength of SanDisk and Dell Technologies.

With a 365-day CAGR of 136.73% and a CAGR since inception of 84.89% , the strategy remains at a very high level over the long term despite temporary fluctuations.

🚀 The rule-based momentum system remains true to its approach: Allocations are determined not by opinions, but by relative gainers.

The title says it all (almost).

The renovation of the warehouse is continuing to move forward. Don't let me down @Krush82 . Don't be jealous @Epi —you’re still my number one 😜

Hello everyone,

After a significant setback in July, the Momentum strategy got back on track in August. Both models ended the month in the black and recouped some of their previous losses.

📊 The hard facts

• Starting capital for August: €36,932.70
• Ending capital in August: €42,041.07
• Absolute gain: +€5,108.37
• August performance: +13.83%
• YTD performance: +69.20%
• CAGR over the last 365 days: +121.54%
• CAGR since inception (10/2023): +79.04%

📈 Performance of individual strategies

🇺🇸 US Momentum Leaders (wikifolio $DE000LS9VVV3 (+0,28%) )

• Monthly performance: +18.30%
• Capital gain: +4,248.47 €

🌍 Global 1200 Momentum Leaders (wikifolio $19021982 (+0,26%) )

• Monthly performance: +6.27%
• Capital gain: +859.90 €

In August, the stronger performance contribution came from the U.S. model, while the Global 1200 model, though performing significantly more moderately, also contributed positively to the overall result.

🔄 Rebalancing for September

There are no changes to the allocation of either model.

🇺🇸 US Momentum Leaders Top 3 Ranking

SanDisk (SNDK)

Dell Technologies (DELL)

Micron Technology (MU)

The current allocation therefore remains:

✅ SanDisk (SNDK)

✅ Dell Technologies (DELL)

🌍 Global 1200 Momentum Leaders – Top 5 Momentum Ranking:

SanDisk (Score: 202.27%)

Kioxia (Score: 140.72%)

Dell Technologies (Score: 112.77%)

Micron Technology (Score: 109.93%)

Ibiden (Score: 101.54%)

The allocation remains unchanged:

✅ SanDisk (SNDK)

✅ Kioxia Holdings

Conclusion:

August shows that even after significant drawdowns, a rule-based momentum strategy can quickly regain momentum. With a monthly return of +13.83% , part of the July losses were recouped without requiring any adjustments to the rules or extraordinary interventions.

The rankings remain very stable. As long as SanDisk, Dell, Micron, and Kioxia can maintain their relative strength, there is currently no reason for rebalancing.

🚀 The rule set remains unchanged. The data decides.

Can anyone tell me why the spread on @Krush82 Global Momentum $DE000LS9VVV3 (+0,28%) averages 1.8–2.2%, while @Epi 's Gtaa $DE000LS9U6W1 (+0,63%)

consistently hovers around 0.5–1.0%?

I’m with JustTrade, and this really annoys me—

is it different with SB+?

Even bad months are part of the process.

June was the weakest month of the year, with a return of -9.99%. 📉

This was driven by the following stocks, which not only had a very bad month but are also among the largest positions in the portfolio:

$ONDS (+0,24%) down 37% 📉

$IREN (+1,1%) at -27% 📉

$PNG (-0,19%) down 21% 📉

$ETH (+1,19%) down 19% 📉

$BTC (+1,88%) down 17% 📉

…and a few others. The list of losers is long in June.

The following stocks, in particular, saved me from a double-digit negative return: $DE000LS9VVV3 (+0,28%) from @Krush82 as well as my own EU AI Backbone strategy.

Hopefully, the coming month will be better.

Hello everyone,

June was an exceptionally strong month for the momentum strategy. Both models posted significant gains, driving the overall strategy to a new all-time high.

📊 The hard facts:

• Starting capital in June: €47,732.0
• Ending capital in June: €61,156.93
• Absolute gain: +€12,908.33
• Performance in June: +27.92%
• YTD performance: +141.14%
• CAGR over the last 365 days: +285.89%
• CAGR since inception (10/2023): +111.13%

With a portfolio value of over €61,000 , the original target of €50,000 was achieved well ahead of schedule.

📈 Performance of Individual Strategies

US Momentum Leaders (Wikifolio)

• Monthly performance: +21.97%
• Capital gain: +6,731.14 €
• Portfolio allocation: 61.11%

https://www.wikifolio.com/de/de/w/wf19021902

$DE000LS9VVV3 (+0,28%)

🌍 Global 1200 Momentum Leaders

• Monthly performance: +38.13%
• Capital gain: +6,177.19 €
• Portfolio allocation: 38.89%

https://www.wikifolio.com/de/de/w/wf19021982

Both models contributed almost equally to the overall performance in June.

Particularly encouraging is the continued strength of the Global-1200 model, which, following its strong start in May, also delivered solid results in June.

🔄 Allocation/Rebalancing for July

There are no changes in either model for July. The current allocation remains unchanged:

US Momentum Leaders

✅ SanDisk (SNDK)

✅ Micron Technology (MU)

Global 1200 Momentum Leaders

✅ SanDisk (SNDK)

✅ Kioxia Holdings

However, the stock pool for both models was recalculated at the mid-year mark.

Top 10 – US Momentum Leaders

SanDisk Corp

Micron Technology

Western Digital

Seagate Technology

Intel

Lumentum Holdings

Marvell Technology

Dell Technologies

Strategy (MSTR)

Exxon Mobil

Top 10 – Global 1200 Momentum Leaders

SanDisk

Kioxia Holdings

Microchip Technology

Western Digital

SK Square

SK Hynix

Intel

Seagate Technology

Lumentum

Ibiden

What stands out is the strong dominance of companies in the sectors of data storage, semiconductors, and AI infrastructure. Furthermore, the rankings of both models overlap significantly, even though the Global 1200 model searches globally and the Wikifolio focuses exclusively on the U.S. market. This currently points to exceptional strength across the entire storage and data infrastructure sector.

Conclusion

June saw a monthly return of +27.92% one of the strongest months since the strategy’s launch. Both models once again delivered strong contributions and confirmed the advantages of the two-pronged approach.

With a YTD performance of +141%, a 365-day CAGR of +285% and a portfolio value of over €61,000 , the momentum strategy remains on a growth trajectory.

I was also unable to resist joining the wikifolio of @Krush82 I could not resist.

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 (+0,23%) , $TDIV (+0,13%) and $EIMI (+0,04%) is). The satellites are a mix of $BTC (+1,88%) , $EWG2 (+0,14%) , $SSLN (+0,58%) and momentum models such as $DE000LS9U6W1 (+0,63%) and $DE000LS9VVV3 (+0,28%) . 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 (-0,03%) 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.

✌️