Math over Emotion
Quantitative Momentum & Asset Allocation
The strategy's core is built on a robust momentum approach for Nasdaq 100 equities, combined with tactical multi-asset allocation. By intelligently rotating between uncorrelated asset classes, risk clusters are minimized and the Sharpe Ratio is maximized.
Every decision is powered by Python and C# for quantitative analysis, and RealTest for rigorous backtesting. No gut-feeling, no news-driven panic. Just data.
Asset Universe
Near-Zero Correlation Logic
The three asset classes exhibit near-zero correlation to each other (0.02–0.04). This means when one sleeve draws down, the others are statistically likely to remain stable or even appreciate. The result: smaller portfolio drawdowns and faster recovery.
Risk Management: The Safety Net
Bear-Market Mechanism
During high-risk market regimes, the Equity Sleeve rotates fully into cash (100% defensive positioning). Gold and Bitcoin remain perpetually invested, profiting from their low correlation to equities. This mechanism protects the portfolio during bear markets and preserves capital for future opportunities.
How to Start Copying
Visit the Profile
Go to @wolfhartinvest (Ad) on eToro.
Click "Copy"
Hit the green "Copy" button on the profile page to start the process.
✅ Copy Open Trades
Crucial: Check "Copy Open Trades" to sync with the current portfolio immediately. This ensures you start with the exact same positions.
Set Your Amount
Recommended minimum: $500 to allow proper position sizing across all 3 asset sleeves.
Validated by Backtesting
11 years of historical data (2015–2026) confirm the strategy's robustness. All metrics are based on RealTest backtesting with Norgate and Yahoo Finance data.
Yearly Performance (2015–2026)
Combined Multi-Asset Returns
| Year | Total Return | Max DD |
|---|---|---|
| 2015 | +10.1% | -7.9% |
| 2016 | +31.7% | -8.9% |
| 2017 | +84.5% | -12.8% |
| 2018 | -4.3% | -15.8% |
| 2019 | +25.5% | -8.5% |
| 2020 | +101.9% | -29.2% |
| 2021 | +19.2% | -17.2% |
| 2022 | -13.7% | -17.8% |
| 2023 | +31.2% | -11.3% |
| 2024 | +44.8% | -21.6% |
| 2025 | +58.6% | -22.5% |
| 2026 (YTD) | +33.8% | -17.0% |
| Average | +35.3% | -15.9% |
Strategy Correlations (Returns)
Near-zero correlation between asset classes is the key to minimizing risk clusters.
"Discipline beats emotion. Systematic beats timing. Data beats gut-feeling."
Copy on eToro (Ad)Execution & Discipline
Monthly Rotation
The equity allocation in the NDX Rotate sleeve is reassessed monthly. Only the top-momentum names remain in the portfolio.
Yearly Rebalancing
Once per year, global rebalancing occurs between the three asset sleeves (Equity, Gold, Bitcoin).
100% Rule-Based
No discretionary intervention. Every decision is driven by quantitative signals and predefined algorithms.
Join the Systematic Revolution
Start copying wolfhartinvest and let a 100% rule-based Multi-Asset system work for you. No emotions, no noise — just data.
Start Copying wolfhartinvest (Ad)Risk Disclaimer The contents are for information purposes only. Capital investment involves risks. No investment advice.
Commercial Disclosure The operator of this website manages the Compounding Knowledge Wikifolio (with his own investment) and a portfolio on eToro. He earns from managing both — on eToro, compensation increases with assets under copy. Links to Wikifolio and eToro are marked as commercial communication.