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QTD SP500-Gold-Bond Rotation

Alexander Scholz

 | Collinz

Last Login: 12/19/2025


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+4.0%
since 4/9/2025

-
Performance (1mo)

-
Volatility (max)

-9.6%
Max loss

-
Return/Risk



Portfolio chart

Details

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Trading Idea

In dieser Strategie soll entweder der S&P 500, S&P 500 EUR hedged, Gold ETC, Gold ETC EUR hedged, 20J+ US-Staatsanleihen ETF oder 20J+ US-Staatsanleihen ETF EUR hedged gehalten werden, je nachdem welche Position seit 1.1. des laufenden Quartals mehr % Performance erreicht hat. Dadurch sollen lang anhaltende Drawdowns vermieden und die bestmöglichste Rendite erreicht werden. Die Aktualisierung soll an jedem Handelstag (in Deutschland) erfolgen. Der Anlagehorizont soll kurzfristig sein.

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Master data

Symbol

WFQTDROTAT

Date created

04/09/2025

Index level

-

High watermark

111.1

Investment Universe

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