We run an adaptive investment portfolio.
It changes asset allocation as market conditions change.
It is a flexible multi-asset, systematic, multi-strategy portfolio composed of (up to) 30 ETFs.

446%

cumulated performance of our investment strategy over 10+ years (back-test: 31-12-2013 to 30-11-2024)
* performance would be 427.7% without FX impact
Sharpe ratio of 2.68

62%

performance of our reference benchmark (S&P Target Risk Growth - a 60/40% portfolio) for the same period

Disclaimer: this performance has been modeled on our computer systems using our daily asset allocation and the daily performance of some publicly listed ETFs. The past does not predict the future. Our investment strategy is not on sale yet. Numbers are unaudited. Make your own judgement before investing.

To express investment views in our investment strategy, we use ETFs that well represent specific pockets of the market.

The strategy is long-only.

Our ETFs of choice are the biggest, cheapest, most liquid and best known in the market - all UCITS.

Equity ETFs

US & Europe
‍
Styles

Sectors

Size

Bond ETFs

US, Europe & Emerging markets

Government & corporate bonds

Multiple durations

Commodity ETFs

Gold

Oil

Diversified commodity indices
‍

Cash proxies ETFs

EUR & USD

Floating rate cash proxies
‍

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Asset allocation in continuous evolution

See how the asset allocation of our investment strategy - that constantly adjusted to market conditions - has changed over time.

When conditions clearly deteriorate - such as December 2021 when US inflation moved above 7% - the portfolio was ready to change allocation completely from one day to another.

Our first priority is to protect capital. Second priority is to accelerate in up-markets.

The investment process

What happens behind the scenes?

Every day, our AI expert system gathers data, observes & interprets key macro and market dynamics.

The system subsequently determines where we are in the economic cycle. So it can build the strategic allocation for our multi-asset portfolio that has been historically the best for such specific cycle point.

But that's not enough.

As some market indicators do not respond well to the cycle and are more tactical in nature, the system challenges its initial strategic assumptions and looks at those additional independent variables with the aim to fine-tune (or completely change, in edgy scenarios) its daily views.

After adding that more tactical angle, our AI compiles the final asset allocation for the day, which is not only the best for that cycle point but also the best for the actual market conditions being observed in real time.

The final output is a diversified portfolio ready for the trading day, fitting the real time economic and market conditions, without any random forecasting.

We run an adaptive investment portfolio. It changes asset allocation as market conditions change.It is a flexible multi-asset, systematic, multi-strategy portfolio composed of (up to) 30 ETFs.