Live record
What we published, measured from the moment we published it.
Monitoring, not proof
- This page monitors what we published, from the moment we published it. It is not a measure of skill.
- The record is far too short to judge anything: we read nothing into fewer than 30 daily closes, and years are needed before a difference means much.
- Past results do not predict future results. Prices can fall as well as rise, and you can lose money.
- No backtest is shown as performance here: every number starts after the publication it measures.
Model portfolios
Each since its first publication, against its benchmark.
| Model | First published | Entry close | Daily closes | Since start | Benchmark | Benchmark return | Difference |
|---|---|---|---|---|---|---|---|
| Global accumulation (UCITS, EU-buyable) EUR | 16 okt. 2026 | 0 | — | MSCI World (iShares URTH ETF, total return) | — | — | |
| Dividend growth: US quality USD | 16 okt. 2026 | 0 | — | S&P 500 Total Return | — | — | |
| Income without NAV-erosion traps USD | 16 okt. 2026 | 0 | — | S&P 500 Total Return | — | — | |
| Europe: value + quality EUR | 16 okt. 2026 | 0 | — | STOXX Europe 600 (Amundi UCITS ETF Acc, total return) | — | — | |
| Russia dividend (sanctions context) RUB | 16 okt. 2026 | 0 | — | MOEX Russia Total Return (MCFTR) | — | — | |
| Defensive low volatility USD | 16 okt. 2026 | 0 | — | S&P 500 Total Return | — | — |
Total return in each model's currency; the difference is the model minus its benchmark.
Smart Score buckets
Stocks and REITs grouped by their published balanced Smart Score, since the first rating publication.
United States · USD
No closes after the first publication yet.
Russia · RUB
No closes after the first publication yet.
All regions · EUR
No closes after the first publication yet.
A Smart Score describes an instrument against its peers; it is not a forecast. This table shows, in the open, how the published scores have fared so far.
Publication times
Every batch of published ratings and model changes, by day (UTC).
| Date | Kind | Count | Time (UTC) |
|---|---|---|---|
| 15 okt. 2026 | Model portfolio changes | 114 | – UTC |
| 15 okt. 2026 | Rating changes | 535 | – UTC |
| 14 okt. 2026 | First ratings | 2200 | UTC |
| 14 okt. 2026 | Rating changes | 159 | UTC |
The time of each instrument's rating is on its page, in the rating log.
Method
- Entry: each composition and each rating counts from the close of the first business day after the day it was published (UTC), so a price that may predate the publication is never used.
- Model portfolios: bought and held from the entry close until the next composition enters the same way; 100 at the first entry close; in the model's currency.
- Smart Score buckets: every stock and REIT with a published balanced Smart Score, grouped by that score (8–10, 4–7, 1–3 and each score), equal weight, re-formed every day; a rating change moves the stock from its next entry close.
- Total return: dividends reinvested (adjusted closes; for Moscow Exchange shares the consensus dividends are added back), before withholding tax, fees and trading costs.
- Currencies: the US group in US dollars, the Russian group in roubles, all instruments together in euros (ECB and Bank of Russia reference rates).
- Values are recomputed from the stored prices on every run, so a corrected source price can change a past value slightly; compositions and their publication times never change.
- Benchmarks are total-return index lines or index ETFs (rebased to 100, no price levels). Daily prices come from the sources listed in the methodology.
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