Global Genius bundles the best-performing wikifolios in an equally weighted umbrella portfolio and thus creates a concentrated selection of the most convincing strategies. Quarterly rebalancing ensures that the structure remains dynamic, balanced and always aligned with current market conditions.
Performance
Performance table
| month | Value | Δ compared to the previous month | Δ since the beginning of the year |
|---|---|---|---|
| January | 107,00 € | 0,00 % | 0,00 % |
| February | 108,07 € | 1,00 % | 1,00 % |
| March | 103,74 € | -4,01 % | -3,05 % |
| April | 112,25 € | 8,20 % | 4,91 % |
| May | 124,07 € | 10,53 % | 15,95 % |
| June | 120,78 € | -2,65 % | 12,88 % |
| July | 119,11 € | -1,38 % | 11,32 % |
| August | – | – | – |
| September | – | – | – |
| October | – | – | – |
| November | – | – | – |
| December | – | – | – |
Strategy & approach
| Objective | Above-average growth by focussing on the most successful building blocks |
|---|---|
| Realisation | Selection of the best-performing core and thematic wikifolios Dynamic weighting depending on the market situation Concentration on a few promising strategies |
| Special feature | Less broadly diversified than Global Layers, more focussed on return potential |
Core information
| Start date | 28/10/2025 |
|---|---|
| Risk class | opportunity-orientated |
| Investment universe | All Wikifolios available on Wikifolio.com incl. leveraged Wikifolios |
| Fee model | See Wikifolio.com |
| Strategy | Combination of core and thematic wikifolios in an umbrella wikifolio |
| Comparison with key share indices | For comparison |
| Trading idea | Complete trading idea on Wikifolio.com |
Grundstruktur & Gewichtung (Juli 2026)
| Wikifolio | Weighting |
|---|---|
| Alpha AI Leaders | 10% |
| AlphaStars | 10% |
| UMBRELLA | 10% |
| Special Situations long/short | 10% |
| 10% | |
| 10% | |
| 10% | |
| 10% | |
| Global Wealth Concentrated | 10% |
| Szew basic investment | 10% |
Strategic composition
Global Genius relies on a equally weighted selection of the top wikifolios, This allows us to optimally combine different investment styles, themes and market phases. Regular rebalancing every three months ensures that winners do not over-dominate, laggards are rebalanced and the portfolio has a longterm Stable, diversified and performance-orientated meta-strategy depicts.