HBDynamIQxMix

My trading concept should generally follow a systematic, rules-based approach that is adapted to the market environment for asset selection, weighting, and rebalancing. The full available range of ETFs and ETCs in the wikifolio investment universe—including global/world ETFs—shall be used to enable broad diversification. Assets should be selected that, in my view, are characterized by high liquidity, cost efficiency, and broad diversification. Depending on market conditions, the strategy may flexibly switch between return-oriented and more defensive positions, including leveraged ETFs, leveraged crypto ETPs/ETFs, and short/inverse ETFs (including short/inverse crypto products where available). As a tactical addition, in volatile market phases or phases that I consider strongly trend-driven, leveraged instruments (such as warrants and knock-out products) may also be used to benefit from short-term market moves or to hedge positions. In certain market phases, a more defensive positioning is also conceivable to limit losses. Allocation and trading decisions are intended to be based on a rules-based model that combines quantitative market analysis with macroeconomic indicators. Consideration shall be given to risk/return profiles, market volatility, cyclical trends, and historical price and liquidity data, using established methods of technical analysis as well as elements of fundamental analysis. All trading decisions and trades are executed exclusively manually. Holding periods may vary depending on market conditions, ranging from very short-term trades—including daily adjustments—to several months, and should therefore predominantly be in the short- to medium-term range.