About the system
The Global AI & Automation Strategy invests globally in companies and ETFs that are benefiting from the explosive growth of artificial intelligence, automation, robotics, cloud computing, semiconductors, and digital infrastructure.
The strategy combines growth-oriented technology with diversification across multiple AI themes and focuses on sectors that are likely to grow structurally faster than the broader market in the coming years. Active management, risk diversification, and capitalizing on new trends are central to the strategy.
Performance:
Results (%):
| Year |
Jan | Feb | Mar | Apr | May | Jun |
Jul | Aug | Sep | Oct | Nov | Dec |
YTD | YTD€ | CUM | CUM€ |
| 2026 |
— |
— |
— |
— |
6.84 |
-2.52 |
— |
— |
— |
— |
— |
— |
+4.32% |
216 |
+4.32% |
216 |
Results (%):
Jan
—
Feb
—
Mar
—
Apr
—
May
6.84
Jun
-2.52
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
YTD
+4.32%
YTD€
216
CUM
+4.32%
CUM€
216
Description
Global AI & Automation Strategy
The world is at the dawn of a new technological revolution. Artificial intelligence, automation, and robotics are rapidly transforming how companies produce, communicate, and grow. The Global AI & Automation Strategy capitalizes on this long-term trend by investing in companies and ETFs that directly benefit from these developments.
The portfolio focuses on the following themes:
- Artificial Intelligence (AI)
- Data centers & cloud infrastructure
- Semiconductors & AI chips
- Robotics & industrial automation
- Cybersecurity
- Software & cloud platforms
- Digital infrastructure
- Next-generation technology
The strategy invests globally with a primary emphasis on the United States, while also leaving room for opportunities in Europe and Asia when attractive prospects arise.
In addition to individual growth companies, thematic ETFs may be included to add extra diversification and stability. This creates a powerful combination of high growth potential and controlled risk.
The strategy is actively managed and responds flexibly to:
- Quarterly earnings reports
- AI investment trends
- Technological breakthroughs
- Geopolitical developments
- Market momentum
The objective is to achieve higher long-term returns than traditional global indices by gaining early exposure to companies that benefit from the worldwide AI and automation wave.
Risk Profile
The strategy has an offensive growth profile. Technology and AI stocks can experience strong price movements, resulting in higher volatility. In return, they offer significantly higher long-term growth potential.
Suitable for investors who:
- Believe in the continued growth of AI and automation
- Are willing to accept interim fluctuations
- Have a long-term vision
- Find actively managed growth strategies appealing
If you share this vision, you can follow this system with a portion of your assets. I recommend allocating between 10% and 30% of your portfolio to this strategy.
Best regards, Ruud Hoefnagels