Strategy papers
Strategies you can actually follow
Worked-out investment concepts as PDFs — with rules, assumptions and limits. No buy recommendations, no hot tips: concepts for thinking on your own.
German holding strategy: tax-optimised stock portfolio (§ 8b KStG)
Why a stock portfolio inside a holding company works differently from a private account — and what a rule-based implementation looks like.
View strategy paperIndex + Cash: the multi-phase strategy
A rule-based concept with two building blocks: a broad index and cash — and clear rules for when each takes the lead.
View strategy paperBonds & T-bills: parking liquidity at interest
How reserves — private or inside a company — stay available and still earn interest.
View strategy paperMore strategies — exclusive in the app
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Register for freeAll strategy papers are educational content — not investment advice and not a recommendation to buy or sell any financial instrument.