16.01.25 - Performance ETFMandate Portfolio

Written By Micha Patrik Buehlmann

Successful start 2025 despite market turmoil thanks to tactical adjustments short-term!

Portfolio Performance YTD: +6.51%
Market Performance: ACWI* +0.92%
DAX +3.34%
Nasdaq +1.05%

Source: IBKR, 16.01.2025

My View: I had anticipated potential market turbulence during the second half of December (see Market Insights) and proactively hedged the portfolio and equity positions by taking short positions and going long on volatility.

*MSCI all Countries World Index


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Micha Patrik Buehlmann
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