Tweak off the 'The Accelerated Weird Portfolio (Minimum risk)', by also adding 5% Trend‑Following to which has negative correlation in crises, strong performance in inflationary and deflationary shocks.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
IQQ0.XETRA iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) • IE00B8FHGS14 | ETF | 50.0% | 0.3% |
GOLD-EUR.PA Amundi Physical Gold ETC (C) • FR0013416716 | ETF | 25.0% | 0.12% |
IS3R.XETRA iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) • IE00BP3QZ825 | ETF | 15.0% | 0.25% |
IUSN.XETRA iShares MSCI World Small Cap UCITS ETF • IE00BF4RFH31 | ETF | 5.0% | 0.35% |
LU0424370004 Man Trend Alternative DNY H EUR Acc • LU0424370004 | FUND | 5.0% | 1.25% |
| Total | 100.0% | 0.30% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.0% | +4.5% | -5.3% | +2.2% | - | - | - | - | - | - | - | - | +5.1% |
| 2025 | +5.2% | +0.7% | -1.8% | -2.5% | +1.5% | -2.2% | +1.9% | +0.5% | +4.0% | +2.0% | +2.7% | +0.1% | +12.5% |
| 2024 | +3.6% | +2.1% | +4.7% | -0.5% | +0.3% | +2.6% | +1.9% | +0.8% | +1.4% | +2.3% | +4.7% | -2.3% | +23.4% |
| 2023 | +1.0% | -0.9% | +1.0% | +0.6% | +0.2% | -0.1% | +0.8% | +0.1% | -0.7% | +0.5% | +1.6% | +1.7% | +5.9% |
| 2022 | -4.5% | +0.8% | +5.3% | +0.8% | -4.0% | -1.7% | +4.0% | -0.7% | -2.2% | +2.3% | +0.3% | -2.9% | -2.9% |
| 2021 | +0.1% | -1.9% | +5.2% | +1.2% | +1.1% | +1.8% | +2.5% | +1.7% | -2.0% | +3.3% | +0.6% | +3.3% | +18.0% |
| 2020 | +3.2% | -5.5% | -5.0% | +6.2% | +0.7% | +0.5% | +1.2% | +1.5% | -0.5% | -1.8% | +1.0% | +1.7% | +2.8% |
| 2019 | - | - | - | - | -0.2% | +3.6% | +3.9% | +3.4% | +0.1% | -1.2% | +1.4% | +0.8% | +12.3% |