Despite a year characterized by volatility, restrictive monetary policies, wars in Ukraine and the Middle East and the return of Donald Trump, our three MarketScreener portfolios in  the United States, Europe and Asia outperformed their benchmark indexes.

What is our strategy?

Thanks to its Big Data expertise, MarketScreener establishes daily relative rankings of all listed companies worldwide, based on fundamental criteria (growth, profitability, financial situation, valuation, visibility, etc.). This system is based on daily analysis of all past data published by listed companies, as well as on analysts' estimates and their revisions, a fundamental parameter for studying underlying dynamics.

Selections are made using our proprietary Stock Screener technology, an interface that cross-references hundreds of thousands of parameters.

How do the portfolios work?

Investor portfolios are made up of 20 equally-weighted lines, "rebalanced" from time to time (i.e. their weightings are re-established over time). Value" (companies with low valuations), "Yield" (yield companies) or "Growth" (growth companies).s), these stocks are carefully selected by our experts thanks to the proprietary ratings of Surperformance SAS (publisher of MarketScreener.com).

Portfolios are fully invested in equities at all times. As part of a long-term investment strategy, we consider market timing (trying to profit from short-term trends) to be counter-productive to performance and detrimental to the strategic allocation initially determined.

These portfolios really exist and are managed with total transparency

Investor portfolios are really invested in the markets: there are no fictitious positions here, everything is transparent, right down to performance, which is net of transaction fees and taxes.

All positions are recorded from the outset, for professional monitoring. Major trends are analyzed on a weekly basis, providing you with a weekly summary.

What's more, a graphical indicator allows you to track performance against the main indices.

Is it complicated to track portfolio moves?

No. As we have seen, the Investor portfolios are based on a proven long-term investment strategy. Each time we make a transaction, you receive an e-mail alert (or SMS, as an option) telling you what to do.

Is it too late to get in?

Of course not! If you want to replicate the Investor portfolios, nothing could be simpler. We recommend that you directly build up an allocation identical to the portfolio you're interested in (Europe, USA, Asia), whatever the latent performance of current positions.