Live performance · MOATEY model portfolio
Live resultaten van het MOATEY framework versus de S&P 500.
Het live beheerde MOATEY-modelportefeuille sinds —, elk kwartaal herwogen volgens onze vaste framework-regels. Dagelijks bijgewerkt.
| Fund | 1D | 5D | 1M | 3M | 6M | 1Y | YTD | All-timesince Jan 3, 2024 |
|---|---|---|---|---|---|---|---|---|
| MOATEY | — | — | — | — | — | — | — | — |
| S&P 500 | — | — | — | — | — | — | — | — |
Backtest · 115 quarters · ~28.8 years
The top 20% of MOATEY scores compound at 3.1× the rate of the bottom 20%.
Every quarter we sort the universe by MOATEY score and track the top and bottom quintile separately. Over 115 quarters the spread is consistent — quality wins, but slowly.
Quintile-spread study across 115 quarters (~28.8 years). Top/bottom quintile rebalanced every quarter. Past results do not guarantee future performance.
Live company universe
Real-time scores, per-pillar breakdowns and risk flags for every listed company.
Browse by index, drill into fundamentals and valuation, and spot the risks analysts flag before they hit the headlines. Price history, intrinsic-value DCF and rating progression land in a follow-up release.
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Highest-ranked names from the live index