Global Core and Macro Satellites

This wikifolio follows a core-satellite approach and is managed using macroeconomic conditions, market trends and risk/return signals. The goal is to compound capital over the long term with a diversified equity core, while using tactical satellites to capture thematic, sector and regional opportunities. Position sizing and portfolio risk are monitored continuously; allocations can move within defined ranges depending on market regime, trend strength, volatility and valuation. Investment universe: Investments are made exclusively in stocks, ETFs and mutual funds available on the platform. No classic derivatives are used directly (e.g., options, futures, CFDs). No certificates and no leveraged or inverse products are used. No short selling is applied. Target allocation (ranges) - ~50% Core: Global equity exposure via a broad world ETF with an explicit emerging markets component. This block is designed to track long-term equity growth and remains structurally stable. - 20-40% Satellites: Tactical allocations via sector/theme and country/region ETFs (e.g., cybersecurity, semiconductors, defense, energy transition, selected countries). Satellites are actively increased or reduced based on trends and macro tailwinds/headwinds. - 10-30% Crypto & Commodities: Commodity exposure only via commodity ETFs/funds (where available). Crypto exposure, where available and permitted, via crypto-related ETFs/funds. These are treated as higher-volatility components and sized accordingly. Rebalancing & risk control: The core is reviewed regularly and rebalanced when weights drift. Satellite positions may be trimmed quickly if trends break, volatility rises or the macro backdrop deteriorates. In defensive phases, the portfolio may tilt toward lower-volatility/quality equity ETFs or short-term bond or money market ETFs/funds (where available) to reduce drawdowns. Concentration limits and liquidity considerations are applied. Typical holding horizon: months to years.