Strategy Update – Investment Level 44% (as of August 31, 2025)
Green Tech Portfolio – Stability and Opportunities in Focus
The Green Tech Portfolio continues to show stability and balance despite a challenging market environment. While technology stocks are currently in the spotlight, our approach stands out for its lower volatility, clear diversification, and consistent risk management.
Risk Management as a Key
A central component of our strategy is active risk management. Each position is continuously reviewed based on absolute and relative momentum. If a stock no longer meets the criteria, a decisive sale is executed. This protects capital and simultaneously creates flexibility for new opportunities.
Currently, we hold 56% cash to selectively invest when attractive entry points arise.
Next Rebalancing at End of October
The portfolio will be rebalanced at the end of October within our multi-factor model. The blend of momentum, value, and quality ensures a robust and forward-looking allocation:
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40% Momentum – leveraging market trends and price momentum.
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40% Value – focusing on attractive valuations and solid fundamentals.
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20% Quality – investing in companies with sustainable business models.
This approach lays a solid foundation for long-term growth with controlled risk. Especially in times of increased uncertainty, the balance between opportunity and stability proves beneficial.
Opportunities in the Green Tech Sector
The green-tech sector still offers enormous potential: from renewable energy to storage technologies and sustainable mobility. It remains crucial to invest selectively in companies that lead technologically and simultaneously possess resilient business models.
Further Reading Recommendations
For those wanting to delve deeper into sustainable investing and green tech, we recommend:
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IEA Clean Energy Transition Tracker – current data and trends on the global energy transition.
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Bloomberg New Energy Finance (BNEF) – in-depth analyses of renewable energies, battery storage, and climate policy.
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Green Giants – How Smart Companies Turn Sustainability into Billion-Dollar Businesses by Freya Williams – insights into sustainable business success models.
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Our own article: Sustainable Investing – Opportunities and Challenges
Conclusion
The Green Tech Portfolio remains steadily positioned and flexible even in turbulent times. Our goal remains unchanged: long-term growth with controlled risk—and the determination to consistently seize opportunities in the green-tech sector.
