Portfolio Archive

Browse our collection of previous Systematic 50s sample portfolios to see the exact format, structure, and level of detail included in each release. 

Sample files are available in both CSV and Excel formats, covering Value and Quality investing styles for the September 2024 and March 2025 rebalancing dates. 

These examples provide a clear view of the data, identifiers, and summary breakdowns you can expect before making a purchase. For long-term performance analysis of each strategy, visit our Research Hub.