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During the last quarter, the Wizefive composite algorithm selected the following stocks: Taking into account the dynamic allocations, we rebalanced the portfolio at the end of each month based on market performance and the overall S&P 500 composition. Start_date Ticker1 Ticker2 Ticker3 Ticker4 Ticker5 2024-09-30 ORCL TSLA WMT PM AVGO 2024-10-31 PM ORCL TSLA NVDA […]
The answer is YES!!! The Wisefive strategy outperforms the MSCI World Index in 79% of cases, or rather years. The one and only year where Wisefive was beaten by the MSCI World Index and ended negative was 2014, when Wisefive lost 3.56%. This is hardly a concern for an accessible strategy that has delivered an […]
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Since 2000, the worst drawdowns our strategy experienced were around -22,10% (on a month-to-month basis). During the same time period, the MSCI World index had a major drawdown losing around 56,18%. The performance of the MSCI World Index, three years after it began its decline leading to this maximum drawdown, was -44.64%, representing an annualized […]
If volatility concerns you, reducing the weight allocated to Wisefive to 70% would align its volatility with that of the MSCI World Index (approximately ±15%) while still delivering an annualized return of 15.06%, compared to 5.72% for the MSCI World Index. For example, €25,000 invested on January 1, 2000, in Wisefive would have grown to […]
It’s November! Take a look : Nearly 92% of the time, the month of November has been positive. Since the start of our backtests, only 2008 and 2013 recorded negative performances. An investor relying solely on this statistic and investing exclusively in November since January 2000 would have achieved a cumulative return of 205% […]
