A commodity/alternatives-focused portfolio with managed futures, a commodity carry strategy, a gold position, and a leveraged equity+bonds blend.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
NTSG.XETRA WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc • IE00077IIPQ8 | ETF | 60.0% | 0.25% |
DBMFE.PA iMGP DBi Managed Futures Fund R EUR ETF UCITS ETF • LU2951555403 | ETF | 20.0% | 0.75% |
EGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 10.0% | 0.12% |
UEQC.XETRA UBS CMCI Commodity Carry SF UCITS ETF USD acc • IE00BKFB6L02 | ETF | 10.0% | 0.34% |
| Total | 100.0% | 0.35% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.3% | +3.5% | -5.9% | +3.3% | +3.7% | +1.9% | -0.1% | +0.4% | +0.9% | +1.3% | - | - | +10.5% |
| 2025 | - | - | - | -3.6% | +3.5% | -0.9% | +3.6% | -0.4% | +3.4% | +5.9% | -0.1% | -0.2% | +11.6% |