18 disclosed rule sets, each measured against the same reference: in a backtest and live. Grouped by approach, not by return.
Longest published backtest: 10 years to Q2 2026, quarterly rebalancing. Strategy calculated without fees and taxes, dividends reinvested.
Past performance is not a reliable indicator of future results.
| Strategy | Backtest p.a. vs. reference | Gap p.a. | Live measurement | High match today | Rules |
|---|---|---|---|---|---|
| StockScorer ScoreMeasured against its own sector: quality, valuation, growth and market confirmation. | +20.8%MSCI World +13.0% | +7.7 pp | since 11/05/2026 | 1,719 | 8 |
| Strategy | Backtest p.a. vs. reference | Gap p.a. | Live measurement | High match today | Rules |
|---|---|---|---|---|---|
| Magic Formula: Value + QualityGood companies at cheap prices: two factors, one score. | +7.7%MSCI World +13.0% | -5.3 pp | since 09/18/2026 | 2,396 | 9 |
| Acquirer's Multiple: EV/EBIT Deep ValueOnly the operating business is priced, the way an acquirer would look at it. | +10.3%MSCI World +13.0% | -2.7 pp | since 09/27/2026 | 514 | 4 |
| Trending Value: Value + MomentumGet in cheap, but only once the market starts to turn. | +9.6%MSCI World +13.0% | -3.5 pp | since 09/18/2026 | 1,222 | 9 |
| Undervalued Stocks: Multi-Factor CheckFifteen criteria together decide whether a cheap valuation actually holds up, or is just a value trap. | +9.9%MSCI World +13.0% | -3.1 pp | since 09/18/2026 | 1,214 | 15 |
| Levermann Strategy (13 Criteria)13 criteria in one structured check, each scoring +1, 0 or −1. | +7.8%MSCI World +13.0% | -5.3 pp | since 09/18/2026 | 556 | 28 |
| Strategy | Backtest p.a. vs. reference | Gap p.a. | Live measurement | High match today | Rules |
|---|---|---|---|---|---|
| High-Growth / Rule of 40Growth only counts here if it is profitable. Loss-makers drop out. | +17.1%MSCI World +13.0% | +4.0 pp | since 09/18/2026 | 205 | 7 |
| Growth Momentum (CAN SLIM principle)Strong earnings growth, confirmed by the price trend. The bet is on strength, not weakness. | +13.4%MSCI World +13.0% | +0.4 pp | since 09/18/2026 | 154 | 7 |
| PEG Strategy (inspired by Peter Lynch)Growth at a reasonable price, measured as the P/E ratio relative to trailing growth plus dividend yield. | +19.4%MSCI World +13.0% | +6.3 pp | since 09/18/2026 | 1,039 | 8 |
| Balanced GARPSteady growth at a fair price, sitting between value and growth. | +16.6%MSCI World +13.0% | +3.6 pp | since 09/18/2026 | 1,356 | 6 |
| Mohanram G-Score: Growth QualityFor growth stocks, the substance check shows what is real investment and what is only an announcement. | +13.8%MSCI World +13.0% | +0.8 pp | since 09/18/2026 | 1,048 | 6 |
| Strategy | Backtest p.a. vs. reference | Gap p.a. | Live measurement | High match today | Rules |
|---|---|---|---|---|---|
| Dividend Quality: 4 FactorsFour factors against the dividend trap: continuity, coverage, yield, growth. | +12.4%MSCI World +13.0% | -0.7 pp | since 09/18/2026 | 630 | 8 |
| Dividend Aristocrats & ContinuityA raised dividend year after year, over long stretches without interruption. | +10.9%MSCI World +13.0% | -2.2 pp | since 09/18/2026 | 451 | 6 |
| Strategy | Backtest p.a. vs. reference | Gap p.a. | Live measurement | High match today | Rules |
|---|---|---|---|---|---|
| Piotroski F-Score (9-Point Check)Nine hard balance-sheet criteria separate substance from a downward spiral. | +9.2%MSCI World +13.0% | -3.9 pp | since 09/18/2026 | 1,348 | 10 |
| Defensive: Low VolatilityLow swings instead of maximum return, which is what the low-volatility anomaly exploits. | +7.3%MSCI World +13.0% | -5.8 pp | since 09/18/2026 | 1,174 | 7 |
| Moat QualityCompanies with an economic moat, recognisable by persistently high returns and defended margins. | +10.7%MSCI World +13.0% | -2.4 pp | since 09/18/2026 | 1,251 | 9 |
| Altman Z-Score: Stress TestFive balance-sheet ratios are condensed into a single measure of bankruptcy risk. | +5.1%MSCI World +13.0% | -7.9 pp | since 11/05/2026 | 5,844 | 7 |
| Earnings Quality: Accrual Check (Sloan)Are the profits real? The Sloan ratio shows book profits that are not backed by cash. | +9.1%MSCI World +13.0% | -3.9 pp | since 09/18/2026 | 12,629 | 5 |