Core wikifolios - broadly diversified & solid: the foundation of my investment strategy
Smart Investing Worldwide
Globally diversified basic portfolio
Invests in over 5,800 equities worldwide, supplemented by bonds, commodities and crypto.
✔️ Wide spread
✔️ Regular rebalancing
✔️ Long-term buy-and-hold approach
Global Core and Trends
Broad coverage of the global equity market
Combines a stable global portfolio with targeted investments factor ETFs.
✔️ Solid foundation
✔️ Trend-based admixture
✔️ Dynamic & balanced.
Global Shield
Defensive global portfolio with protective components
Focuses on stable equities, bonds and gold - for calm markets and turbulent times.
✔️ Crisis-resistant
✔️ Inflation protection
✔️ Focus on value retention
Thematic wikifolios - focussed investment ideas for more momentum in the portfolio
Beyond Trends- Global Growth
Investing in the future of tomorrow
Focused on megatrends such as AI, digitalisation, biotech and sustainability.
✔️ Future-orientated
✔️ Trendy selection
✔️ Dynamic & full of opportunities
Innovation Nexus
Technology along the entire value chain
Invests in companies that enable and apply technological innovations.
✔️ Complete tech value chain
✔️ Focus on future technologies
✔️ Broad sector coverage
Hidden Gems - Niche coverage
Discovery of underestimated quality stocks
Focus on companies with long-term strength that are hardly represented in traditional indices.
✔️ Fundamental analysis-based
✔️ Quality & value focus
✔️ Long-term potential
Umbrella wikifolios - combination of core and thematic wikifolios
Umbrella wikifolios bundle selected individual strategies into an intelligent overall portfolio, focussing on broadly diversified opportunities and defined weightings.
Global Layers
Multi-layered global strategy with dynamic weighting
Invests in global ETFs, supplemented by tactical layers such as commodities, crypto and megatrends - flexible and structured at the same time.
✔️ ETF core + trend layer
✔️ Dynamically weighted
✔️ Versatile & balanced
Global Genius
Investing in the brightest minds in the Wikifolio world
Focuses on the best actively managed funds and strategies worldwide - carefully selected and combined.
✔️ Fund elite united
✔️ Worldwide expertise
✔️ Strategically diversified
