A high-conviction, high-risk satellite portfolio targeting exponential growth through concentrated exposure to disruptive technology, artificial intelligence and big data infrastructure, and a core allocation to digital assets via a diversified crypto basket.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
DRUP.XETRA Amundi MSCI Disruptive Technology ESG Screened ETF Accumulation EUR • LU2023678282 | ETF | 40.0% | 0.45% |
XAIX.XETRA Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C EUR • IE00BGV5VN51 | ETF | 30.0% | 0.35% |
HODLX.PA 21Shares Crypto Basket 10 Core ETP EUR • CH1135202179 | ETF | 30.0% | 0.49% |
| Total | 100.0% | 0.43% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.3% | -8.1% | -2.8% | +15.5% | +13.1% | -2.7% | -5.1% | - | - | - | - | - | +4.1% |
| 2025 | +7.1% | -9.9% | -9.2% | -1.2% | +9.6% | +2.0% | +10.1% | -3.3% | +4.8% | +4.9% | -8.1% | -0.9% | +3.1% |
| 2024 | +4.6% | +14.4% | +6.6% | -8.0% | +4.0% | +2.1% | +0.1% | -7.1% | +4.5% | +5.2% | +21.1% | -1.4% | +52.3% |
| 2023 | +16.8% | +2.0% | +6.7% | -0.4% | +5.1% | +2.7% | +1.7% | -3.9% | -1.2% | +4.5% | +8.9% | +8.5% | +62.9% |
| 2022 | -9.0% | -1.2% | +8.5% | -8.1% | -13.2% | -13.8% | +14.5% | -4.6% | -6.2% | +2.4% | -4.9% | -7.1% | -37.7% |