Author: Steffen
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04/01/2026: Rebalancing
Further details can be found in the Excel table. Core Wikifolios Weltweit Smart Investiert Verkauf: Kauf: Global Core and Trends Verkauf: Kauf: Global Shield Verkauf: Kauf: Themenwikifolios Beyond Trends Verkauf: Kauf: Innovation Nexus Verkauf: Kauf: Hidden Gems Verkauf: Kauf: Dachwikifolios Global Layers Verkauf: Kauf: Global Genius Verkauf: Kauf:
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17/03/2026:📱 Android‑App available
I'm pleased to announce that the Mueckinvest Android app is now available in the Google Play Store. This allows you to access my financial expertise even faster, easier, and more conveniently – optimized for all Android devices and enhanced with integrated AI for precise, real-time answers. 📱 What the Android app offers 🎯 Why the app is important
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March 2026: Amundi MSCI Robotics & AI (LU1861132840)
✨ Why this ETF is in focus in March: March is a good time to look at structural technology trends that are independent of short-term market movements. Robotics and artificial intelligence have been among the strongest growth drivers of recent years. The ETF bundles companies that benefit from automation, AI infrastructure, and digital transformation – themes that will continue to be important in 2026.
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February 2026: L&G Gerd Kommer Multifactor (IE0001UQQ933)
✨ Why this ETF is in focus in February February is traditionally a good time to look at structural factors in the portfolio. After a volatile start to the year, robust, scientifically based approaches take centre stage. This is precisely where Gerd Kommer's multifactor ETF comes in: It combines several tried-and-tested factor premiums to create a broadly diversified,
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Mueckinvest AI now available
The new Mueckinvest AI is now available to you. It answers financial questions neutrally, comprehensibly and without recommendations. It is based exclusively on verified content from my own knowledge base and selected, reliable financial and economic sources. All information is automatically filtered, structured and processed using modern search and embedding methods. This provides you with clear, factual explanations of ETFs, savings plans and risks,
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January 2026: iShares MSCI North America (IE00B14X4M10)
✨ Why this ETF is in focus in January The start of 2026 will continue to be strongly characterised by the US economy and the major North American companies. After a robust stock market year in 2025, driven by technology, communications and consumption, North America remains the most important driver of global equity markets. This ETF shows how the leading US and Canadian companies will perform at the start of the year.
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01/02/2026: Rebalancing
Further details can be found in the Excel table. Core Wikifolios Weltweit Smart Investiert Verkauf: Kauf: Global Core and Trends Verkauf: Kauf: Global Shield Verkauf: Kauf: Themenwikifolios Beyond Trends Verkauf: Kauf: Innovation Nexus Verkauf: Kauf: Hidden Gems Verkauf: Kauf: Dachwikifolios Global Layers Verkauf: Kauf: Global Genius Verkauf: Kauf:
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Annual analysis 2025
1. macroeconomic overview 2025 The year 2025 was characterised by a mixture of moderate economic recovery, stabilising inflation rates and increasingly cautious monetary policy on the part of the major central banks. Inflation & monetary policy Summary: 2025 was the first year since 2021 in which inflation dynamics were clearly under control. Economic growth Summary: The global economy proved resilient, despite geopolitical turmoil.
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December 2025: iShares Global Inflation-Linked Government Bond (IE00B3B8PX14)
✨ Why this ETF is in focus in December December is a good time to end the year with a look at inflation-linked bonds. Inflation-linked bonds adjust their coupons and repayments to the actual price trend. The ETF shows how this special bond class will develop at the end of 2025 - in an environment that continues to be characterised by
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15/12/2025: NEW Issuer Risk Page
Issuer risk at a glance: Wikifolio certificates are issued by Lang & Schwarz Aktiengesellschaft (L&S). This means that there is always an issuer risk - i.e. the risk of the issuer becoming insolvent. L&S has established a collateralisation solution for this, which largely protects investors. In order to create additional transparency, I publish personal analyses of the current risk situation on a quarterly basis. These analyses can be found in the appendix
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