Correction of the June allocation: WDC is exchanged for SNDK, as these are now finally available on wikifolio!!!!
Hello everyone, there's big news for the Momentum project in May! I have added a new side project to my overall strategy: the "Global 1200 Momentum Leaders"-model is officially launched.
In order to keep the reporting clear, I will separate the monthly performance figures. I will present the long-term view (YTD, Last 365 Days etc.) consolidated as the sum of the individual strategies.
📊 The hard facts (consolidated overall strategy)
- Starting capital May: 41.058,00 €
- Final capital May: 48.276,00 €
- Absolute increase in value:
+7.217,71 €
- Performance May: +17,45 %
- Current quarter: +42,65 %
- Performance YTD: +91,59 %
- Last 365 Days: +205,58 % (CAGR last 365D: 205.58 %)
- Since start (10/2023):
+519,37 % (CAGR since start: 98.33 % 🔥)
My annual target of 50,000 for the end of 2026 is therefore already within reach in May 2026! As I stopped my monthly savings installment some time ago (as it had hardly any impact), this milestone is 100% the work of the momentum machine.
📈 The monthly performance split
US Momentum Leaders (Wikifolio)
- Monthly performance May:
+3,86 % (Share of total momentum: 64 %) - Insight: A solid month, even if performance was slowed down a little. The reason: Our actual number 1 (SanDisk / SNDK) is unfortunately not tradable in the Wikifolio due to a lack of European trading authorization. We had to enter the race in May with numbers 2 and 3.
Side project: Global 1200 Momentum Leaders
- Monthly performance May:
+61,00 % (Share of total momentum: 36 %)
Insight: An absolute rocket launch for the new model,
- which you can look forward to seeing in detail soon!
🛠️ Rebalancing & portfolio reallocation for June
In the Wikifolio (US Momentum Leaders): Due to a weak monthly performance, both Lumentum $LITE (-2,09%) as well as Ciena $CIEN (+0,13%) were removed from the portfolio. Our rule-based system knows no emotions. The two new additions for June are two old acquaintances that already formed the backbone of the portfolio from October to April: Micron Technology $MU (+1,15%) and Western Digital $WDC (+0,57%) have truly earned their ticket back into the wiki! Since $SNDK (+1,36%) is still not tradable on the wiki, we will have to make do with this line-up in June - but the returnees have proven quality.
CORRECTION: WDC will now be changed to SanDisk!!!!!, as a
In the Global 1200 Momentum Leaders model: Everything remains stable here and we enter the new month with the existing May allocation. SanDisk $SNDK (+1,36%) (USA) and Kioxia ($285A (-1,02%)
Japan) continue to occupy the undisputed 1st and 2nd places in the current share pool.
Conclusion:
May impressively demonstrated how important the further development of the overall system can be. While the Wikifolio was rather weak this month, the Global 1200 model ignited the performance turbo. An annualized return (CAGR) of over 98% since the start shows in black and white what is possible with focused momentum.
#Investing
#Momentum
#Wikifolio
#Performance
#Zinseszins
#Finanzen
#SanDisk
#Micron
#WesternDigital
#QuantStrategy
