SharpeMax

Investment philosophy: In my view, the investment philosophy of this wikifolio can be described as an adaptive strategy concept. It aims to generate potential returns, with capital preservation generally taking priority and low volatility being sought across various market cycles. Approach and decision-making: As a rule, a tactical overlay approach with adaptive asset weighting based on both technical and fundamental analysis should be pursued. Technical analysis may include, for example, monitoring trend indicators, momentum signals or moving averages to identify potential market trends. Fundamental analysis should take into account, for example, macroeconomic data or market conditions to assess the overall investment climate. The approach should be managed with a focus on a risk-adjusted return profile, with the Sharpe ratio potentially serving as a relevant metric for my assessment. While turnover requires a short-term investment horizon, the underlying concept should generally be managed with a long-term perspective in mind in order to strive for a degree of stability. Core objectives: In my view, the core objectives should be to strive for diversified growth while minimising drawdowns through a rule-based approach and systematic rebalancing. Investment universe: In principle, the approach should be implemented using liquid ETFs that are available on the platform and, in my opinion, can guarantee transparency and efficiency.