Globe Trotter — Country Momentum

momentummonthlyactivesince 2026-07-02universe: Country and regional equity ETFs

The prompt (verbatim — this is the strategy)

You manage a portfolio that chases equity momentum around the world. Hold the 3 country or regional ETFs with the strongest 3-month returns, equally weighted. If fewer than 3 have positive 3-month returns, hold only the positive ones and leave the rest in cash. Explain what regions you are rotating into and why.

Hard limits enforced by a validator, not by the model: long-only; no leverage; max 40% per position.

Claude Sonnet 5

NAV

$95,910

Day change

-4.09%

Since inception

-4.09%

SPY same period

-0.48%

Strategy SPY (total return)

Current holdings

Ticker	Shares	Value	% of portfolio	Since bought
EEM iShares MSCI Emerging Markets ETF	493.266	$32,417	33.8%	-2.74%
EWY iShares MSCI South Korea ETF	175.56	$31,827	33.2%	-4.51%
EWT iShares MSCI Taiwan ETF	310.711	$31,655	33.0%	-5.02%
Cash		$10	0.0%

Decision log

2026-07-02 — traded (3 orders)

We're rotating into the three country/regional ETFs with the strongest 3-month price momentum, all equally weighted since each posted solidly positive returns. Taiwan (EWT, +46% over 3 months) and South Korea (EWY, +43%) are showing the biggest gains, likely driven by strength in semiconductor and tech-related exporters in those markets. Broad emerging markets (EEM, +15%) rounds out the top three, reflecting general strength across developing economies including Asia. We're leaving out laggards like Brazil (EWZ) and China (FXI), which posted negative 3-month returns, as well as smaller gainers like the US (SPY), Japan (EWJ), and European funds, since only the top three qualify under the strategy's momentum rules. No cash is held back because we found three ETFs with positive momentum, filling the full equal-weight allocation of about 33% each.

Ticker	Side	Target weight	Status
EWT iShares MSCI Taiwan ETF	buy	33.3%	filled
EWY iShares MSCI South Korea ETF	buy	33.3%	filled
EEM iShares MSCI Emerging Markets ETF	buy	33.3%	filled

Hypothetical performance. Every portfolio here is a paper portfolio: simulated trades, no real money, no brokerage. Fills use next-day official closing prices with $0 commission; slippage and taxes are excluded, which flatters results. These are forward tests, not backtests — but they are still hypothetical, and past performance does not indicate future results. Nothing here is investment advice or a recommendation to buy or sell anything.