A forward-looking portfolio that invests in tomorrow's biggest trends: technology, semiconductors, and nuclear energy, built on a solid foundation of quality global stocks.
The Strategy:
Who it's for: Long-term investors betting on tech innovation and clean energy transition. Good for those who want exposure to future megatrends while keeping a stable base.
Risk level: Medium-high. The themed sectors can be volatile, but nearly half the portfolio is in stable quality stocks and gold.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IUSQ.XETRA iShares MSCI ACWI UCITS ETF USD (Acc) • IE00B6R52259 | ETF | 45.0% | 0.2% |
CEBL.XETRA iShares MSCI EM Asia UCITS ETF (Acc) • IE00B5L8K969 | ETF | 20.0% | 0.2% |
XDWT.XETRA Xtrackers MSCI World Information Technology UCITS ETF 1C • IE00BM67HT60 | ETF | 10.0% | 0.25% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
CBUK.XETRA iShares MSCI China Tech UCITS ETF USD (Acc) • IE000NFR7C63 | ETF | 5.0% | 0.45% |
VVSM.XETRA VanEck Semiconductor UCITS ETF • IE00BMC38736 | ETF | 5.0% | 0.35% |
NUKL.XETRA VanEck Uranium and Nuclear Technologies UCITS ETF A • IE000M7V94E1 | ETF | 5.0% | 0.55% |
| Total | 100.0% | 0.23% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.0% | +1.9% | -7.4% | +10.7% | - | - | - | - | - | - | - | - | +9.7% |
| 2025 | +4.0% | -1.9% | -5.9% | -3.7% | +6.8% | +2.8% | +5.4% | +0.1% | +6.8% | +6.3% | -2.7% | +0.4% | +18.7% |
| 2024 | +1.8% | +4.1% | +4.3% | -0.4% | +1.6% | +5.4% | -1.2% | -1.0% | +4.3% | +1.5% | +4.3% | -0.6% | +26.6% |
| 2023 | - | -2.7% | +1.7% | -2.1% | +3.7% | +2.8% | +3.3% | -1.4% | -1.2% | -2.5% | +5.5% | +3.1% | +10.2% |