Invest based on proven science
Invest without forecasting in low-cost ETFs according to Gerd Kommer’s World portfolio concept – targeting scientifically proven factor premiums.
Is the Gerd Kommer strategy a fit for me?
Find out who the strategy is the right choice for.
The Gerd Kommer strategy might be of interest to you if you:
Invest broadly & without forecasting: Invest globally in thousands of companies without speculating on single stocks or trying to time the market.
Avoid concentration risks: Weight global regions towards their actual economic output (GDP) rather than market capitalisation alone.
Benefit from scientific return drivers: Profit from factor premiums proven in financial research (Size, Quality, Value).
The Gerd Kommer strategy
Invest according to the proven World portfolio approach by Dr Gerd Kommer.
The Gerd Kommer strategy is based on the world portfolio concept developed by finance expert and bestselling author Dr. Gerd Kommer. The goal is long-term wealth accumulation through broadly diversified, scientifically sound investment in global capital markets.
The 4 pillars of the portfolio at a glance:
Diversified and cost-optimised: Global diversification using low-cost ETFs on a long-term buy-and-hold basis.
Balanced weighting: Prevention of concentration risks common in standard indices by considering the economic performance (GDP) of regions.
Science-oriented: Systematic and rule-based investing based on insights from modern financial research, rather than short-term speculation or market bets.
Multi-factor investing: Targeted use of scientifically proven factor premiums (such as Size, Quality, Value) to increase long-term return expectations.
Performance at a glance
Portfolio allocation
The Gerd Kommer strategy invests in stocks and bonds. You can flexibly manage risk by selecting your personal risk allocation in 10% steps. The higher the risk allocation, the higher the return potential along with increased risk.
Riskier part
Less risky part
Costs
Management fees for the Gerd Kommer strategy are 0.70% (incl. VAT) per year and decrease to 0.65% per year for investment amounts of €100,000 or more. From an investment volume of €250,000, they reduce further to 0.60% per year. Additional product costs for the selected ETFs apply. These currently make up 0.18% p.a.
