The Global AI & Automation Strategy had another strong month. Following a return of +5.36% in August, it added another +5.46% in September .
The broad global index (MSCI World/IWDA) rose by +1.82%in September . This means the strategy once again clearly outperformed the global index this month.
Since its launch in May, the strategy has returned +6.77%, compared to +4.64% for the MSCI World.
The strongest contribution once again came from Artificial Intelligence. My investment in this sector rose from €101.33 to €109.62, making by far the largest contribution to the monthly return.
But September’s performance extended beyond just AI. AI Infrastructure, Automation & Robotics, Robotics, and Digital Securityalso posted solid gains. Only the position focused on AI, Human & Drone Technology lagged behind.
That is precisely why the Global AI & Automation Strategy is intentionally structured to be broader than simply investing in well-known AI companies. We also invest in the infrastructure behind AI, robotics, automation, cybersecurity, drones, and other applications of Physical AI.
We remain convinced that AI is still in its early stages. The next phase of development is now clearly visible: AI is increasingly moving from software to the physical world.
Robots are getting smarter, factories are becoming more automated, drones are becoming more autonomous, and data centers are expanding on a massive scale to provide all the necessary computing power.
That does not mean that stock prices will only go up. Valuations in parts of the technology sector are high, and interim corrections are a natural part of a strategy like this.
Our investment horizon is therefore not a matter of a few months, but several years.
| September | Since inception | |
|---|---|---|
| Global AI & Automation Strategy | +5.46% | +6.77% |
| MSCI World (IWDA) | +1.82% | +4.64% |
Following strong results in August and September, the Global AI & Automation Strategyhas now outperformed the global index since its inception.
A great start, but what makes this particularly interesting to us is that the trends this strategy was designed to capture are becoming increasingly visible.
AI is no longer just software. The combination of artificial intelligence, robotics, and automation is increasingly taking shape in the real economy—and it is precisely this trend that we aim to capitalize on in the long term with this strategy.
I’m convinced that every investor should have an exposure to this sector. If you’re not convinced by the sector, I’d recommend starting with a factor of 1 (5,000 euros), and you’ll see that this portfolio will outperform your own. If you do believe in it, as I do, then you can invest more heavily. Do so in phases and preferably after a dip. Because those will come, too.
Finally, I’m considering increasing the portfolio’s starting capital to 10k. The reason is that this sector is set to grow rapidly in various directions. If you want to benefit from that, you need to get involved.