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MarketScreener, the leading stock market information platform in France and Europe (operating under the MarketScreener brand), has released the performance figures for its three live equity portfolios: Europe (launched in August 2001), USA (created in February 2013), and Asia (established in July 2017). All three portfolios are backed by real-money investments and have once again outperformed their respective benchmarks over the past twelve months (performance measured from July 2, 2024, to June 30, 2025). These results reflect a disciplined long-term investment strategy rooted in fundamental principles. Portfolio decisions are guided by proprietary Big Data tools developed by MarketScreener, such as the Stock Screener.

Each portfolio consists of 20 equally weighted positions, which are periodically rebalanced—meaning the weights are reset over time. The selected stocks fall into the categories of Value (undervalued companies), Yield (dividend-paying companies), or Growth (high-growth companies). MarketScreener's portfolios are managed without market timing and remain fully invested at all times, in line with a consistent strategic approach.

Consistent Outperformance Across All Three Portfolios

The performance figures shown below are net of fees and represent actual positions held in the market. Every trade is documented and archived to ensure full transparency and rigorous monitoring.

USA Investor Portfolio (vs. S&P 500):

• 1-Year Return*: 38.58%

• 5-Year CAGR**: 21.67% annually

• Since Inception: +624.2%

Europe Investor Portfolio (vs. Stoxx Europe 600):

• 1-Year Return*: 33.41%

• 5-Year CAGR**: 12.08% annually

• Since Inception: +1,420%

Asia Investor Portfolio (vs. MSCI AC Asia Pacific):

• 1-Year Return*: 44.50%

• 5-Year CAGR**: 3.70% annually

• Since Inception: +75.9%

All performance figures are real, net of fees and taxes.

*1-year performance from July 2, 2024, to June 30, 2025
**5-year CAGR from June 2, 2020, to June 23, 2025

"These results stem from a disciplined methodology built on our expertise in financial data and proprietary tools. Managing these portfolios with real capital reinforces the rigor of our approach, in the best interest of the investors who trust us," says Franck Morel, President of MarketScreener.

You can access the full performance history of each portfolio since inception anytime [here].

A Data-Driven Approach Rooted in Fundamental Analysis

Portfolio construction is based on MarketScreener’s proprietary technology, the Stock Screener, which analyzes hundreds of thousands of data points from publicly traded companies around the world on a daily basis. The ranking system uses core fundamental criteria such as growth, profitability, valuation, financial strength, analyst revisions, and more.

"Thanks to this structured approach and its decision-support tools, MarketScreener offers individual investors a clear and disciplined framework for stock market investing—aligned with the fundamental strengths of the businesses we invest in," explains Franck Morel.

A Strategy Exclusive to Premium Subscribers

These portfolios are available to MarketScreener Premium subscribers, who receive an alert for every trade (buy or sell), along with a weekly summary that provides commentary on market trends and strategic choices.

MarketScreener has revamped its stock profiles, giving them a fresh new look. These redesigned pages are now available for every listed company around the globe. They provide a clear and organized presentation of key information, making it easier for investors to analyze and compare companies.

Key Features of MarketScreener Stock Profiles:

In-Depth Company Analysis:

• Our stock profiles provide detailed insights into over 30,000 publicly traded companies worldwide. With MarketScreener stock profiles, you gain access to: Revenue breakdown by business segment and geographic location.
• Information on company management and shareholders.
• Insights into intra-group relationships and industry comparisons.

Structured Financial Data

Annecy, November 5, 2024 - MarketScreener, one of Europe's leading providers of financial information, has unveiled its latest venture: the Sweden edition. This marks a significant step in its strategy to expand multilingual offerings. The new edition is crafted in collaboration with Finwire, a Swedish news agency renowned for its expertise in Northern European financial news. With this launch, MarketScreener now boasts 14 editions in 7 languages on its platform.

The launch of the Sweden edition is in line with MarketScreener's ambition to offer its readers a comprehensive view of the world's financial markets, based on information and data from the best available sources. The partnership with Finwire provides in-depth coverage of the Nordic economy and its specific features. Finwire publishes real-time information on listed companies, stock markets and the Nordic economy. It also provides analyses and summaries of economic trends and company performance in Northern Europe.

Franck Morel, CEO of Marketscreener, notes: “This launch grants us access to Sweden's vibrant, high-growth market, where savings and stock investments are pivotal. Impressively, over 11% of Swedes are stock market investors, with average holdings surpassing the European average!”

"For subscribers to our other editions, this is excellent news, as they will now be able to benefit from comprehensive and enriched coverage of financial news in Northern Europe."

Becoming the international leader in financial information

Following the launch of the Indian edition three months ago, the Swedish edition is part of MarketScreener's drive to become the benchmark multilingual financial platform. This development meets a growing demand from investors for access to financial news and data on all listed companies worldwide. "The real-time news we offer gives investors a head start," explains Franck Morel. "Our readers benefit from unrivalled depth of information," he adds, referring to analysts' recommendations, transcripts, guidance, profit warnings, earnings reports and insider trading.

Technological innovation for quality content

MarketScreener relies on the most advanced technologies, and in particular has developed its own artificial intelligence, to gain in productivity on certain tasks, such as translation, text analysis and indexing, and the sharing of certain articles on social networks. However, as Franck Morel emphasizes, "our legitimacy rests on the colossal work of our journalists and financial analysts, who enable MarketScreener to remain a complete and reliable source of information for investors."

About Zonebourse and Marketscreener

Founded by Franck Morel in 2001, Surperformance publishes the French-language website Zonebourse.com and the 17 international editions of Marketscreener, which attract 4 million unique visitors a month. A leader in financial media, MarketScreener also offers a pay-per-view service and provides tailor-made technological solutions for market players. More than 50 people work on MarketScreener's international development, half of them based in the French town of Annecy and the surrounding area.

Press contact

Pauline Raud praud@zonebourse.com 07 66 60 64 76

The MarketScreener IT team has updated its search system.

According to IT Team (Geek) member Magnus (first name changed), the system is "more intuitive, less cluttered, with a strong ergonomic correction on iOS devices that tended to zoom on the input.". Magnus adds, "We now use an EdgeNGram 2/25 Tokenizer coupled with two LowerCase & ASCIIFolding filters for indexing. For searching, we use HMax10 on these fields: Mnemo (*x2), name, tag, isin x0.5, text x0.1 wkn x0.1."

We didn't get it either. Fortunately, the power of AI came to our rescue. We asked a conversational AI to explain Magnus's gibberish to a 7-year-old child. Here's the answer:

"Imagine you have a magic box that can find hidden toys using special words. For the magic box to work properly, it has to learn to recognize the words, even if they're a bit jumbled or spelled differently.

The "Tokenizer EdgeNGram 2/25" is like a cutting game that takes a word and cuts it into small pieces. For example, if you have the word "balloon", it cuts it into "ba","bal" "ball", "ballo", "balloo", and "balloon". This helps the Magic Box find the toy even if you only remember a small part of the word.

The "LowerCase & ASCIIFolding" filters are like rules that say it doesn't matter if you write the words in upper or lower case, and that even if you use special or different letters, the magic box will know it's the same word.

To find the toys, the Magic Box uses a special game called "HMax10". It's like a detective who knows which clues are the most important to find the toy. "Mnemo" is like the toy's secret name, so if you know it, the Magic Box will search for it twice as hard. Names, tags and "isin" are like clues on the toy's packaging. If you know the "text" or "wkn", which are like little words written on the box, the magic box will use them too, but it knows they're not as important as the secret name in finding the toy.

So, basically, the magic box is very clever and uses all these tricks to help you find the toy you're looking for, even if you can't remember exactly what it's called."

Well, thank you AI!

The English version of Marketscreener, 100% dedicated to the Indian market, is now available. You'll find all the key sections of the world's leading financial information site: indices, portfolios, stock lists, diaries, exclusive content and exhaustive financial data, it's all there.

Indian readers and subscribers benefit from privileged access to the best sources of information, including Reuters India, MT Newswire, conference call transcripts and more.

The section dedicated to managers and insiders has been modernized. Mobile browsing is now easier, and new features have been added to the existing ones.

The relative strength chart made a comeback after you asked for it.

Example with Apple vs Microsoft

We are delighted to announce the launch of the Austrian version of MarketScreener. Until now, Austrian readers and subscribers have been using the German site. From now on, they will have their own dedicated edition.

You asked for transcripts of company earnings conference calls to be highlighted, as they provide a wealth of information for financial analysis. This has now been done.

Of course, you can also find the history of these transcriptions here.

We've added a spread chart for rate aficionados. Members of this strange but sharp community asked our great guru Yves Sanquer for one.

Here's some news that will be of particular interest to our subscribers. MT Newswires and Surperformance (the company that publishes your favorite financial news website) have strengthened their existing partnership, making MarketScreener the French relay for MT Newswires' European expansion.

Thanks to this partnership, MarketScreener customers have exclusive access, in French, to global financial information from MT Newswires, a renowned global player in the sector. As a result, our readers are guaranteed ever more comprehensive and timely information on the financial markets, giving them a head start in their decision-making.