Most investors opt for a global index and are content with the market’s average return. My goal is different. With the Global ETF Rotation Strategy, I aim to outperform the global index over the long term.
Publication date: August 6, 2026 · Category: Trader Insights · by Ruud Hoefnagels
I aim to outperform the global index over the long term by actively investing in the sectors and regions that I expect to have the best growth prospects. The Global ETF Rotation Strategy was developed based on this conviction. After months of research, comparison, and careful portfolio construction, the strategy is complete and now ready to be implemented.
Why this strategy?
The global economy is changing faster than ever. New technologies, geopolitical developments, and economic shifts mean that tomorrow’s winners won’t necessarily be the same as today’s. That’s why I don’t simply track the global index; instead, I actively seek out the sectors and regions expected to benefit from these changes.
The strategy focuses, among other things, on artificial intelligence and automation, cybersecurity, defense, global energy, strategic metals and mining, and European infrastructure. In terms of regions, I’m looking at Europe, India, Hong Kong, and the broader emerging markets.
Why exclusively ETFs?
The portfolio consists entirely of carefully selected European UCITS ETFs. Each ETF is chosen based on quality, liquidity, fund size, costs, and future prospects. This allows you to benefit from global diversification, low costs, high transparency, and good tradability, with less risk than investing in individual stocks.
Why a Rotation Strategy?
Markets change, sectors change, and economic leaders change. That is why the portfolio also changes when warranted. The strategy is not intended to involve constant trading, but rather to remain invested in the regions and sectors with the strongest expected outlook.
Who is this strategy for?
The Global ETF Rotation Strategy is designed for investors who want to look beyond the traditional global index, who believe in the power of global megatrends, who want to capitalize on structural economic changes, and who prefer an active approach using ETFs with a clear long-term vision.
Our Ambition
Investing involves risks, and past performance is no guarantee of future results. The ambition of the Global ETF Rotation Strategy is clear: to outperform the global index over the long term by investing in the sectors and regions expected to offer the greatest growth opportunities.
What’s the next step?
Would you like to discover how the Global ETF Rotation Strategy is structured and whether this system suits your situation? Then check out the Global ETF Rotation Strategy’s system page or schedule a no-obligation consultation. Don’t just follow the world—invest in the world of tomorrow.
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