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
🌍 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.
