Explore the Systematic 50s

They remove emotional decision-making and target opportunities institutions cannot reach. 

They are generally riskier than the S&P 500 because the Systematic 50s focus on smaller companies and more concentrated factor exposures. 

These portfolios may experience larger drawdowns during periods of market stress and can be more volatile in the short term. They are designed for investors with a long-term perspective who understand that higher return potential often comes with higher risk.

All files are downloadable once purchased.

You’ll receive the full Systematic 50s list in both CSV and Excel formats, including complete identifiers (ISIN, CUSIP, CIK) and detailed fundamental metrics. 

The Excel files also provide sector, exchange, and price-performance breakdowns for a clear and structured view of the portfolio.

The portfolios are updated on a six-month schedule, with a full rebalance carried out twice a year. Each new release replaces the previous version and reflects the latest data, filters, and screening rules.

A simple capital-notional equal-weight approach is generally the most reliable for long-term results. This means allocating roughly 2% of your portfolio value to each stock in a 50-stock list.

Yes. You can familiarise yourself with the format and content by visiting the Portfolio Archive page, where past sample portfolios are available to explore.

No, all purchases are final and non-refundable. Please review our sample portfolios before buying. For full details, see our Refund Policy.