Backtested over 13 years

A scientific approach to growing your money

A set of actively managed portfolios of global ETFs — systematic, rules-based and validated on 13 years of market data. We match one to your goals and risk appetite, delivered as investment advice where you approve every recommended trade.

Daily
rebalanced
3–5
global ETFs
9%
target volatility
Investment estimate
Projected value · p.a.
Est. gain

Illustration only. Capital at risk. Not investment advice.

/ THE DAILY CYCLE

Constantly adapting your portfolio to the market

Every trading day the strategy re-reads conditions and adjusts — so your portfolio never drifts out of step with the market.

01
Big Data

We gather a huge volume of macro, market and news data — every single day.

02
Select the ETFs

From a vast universe of ETFs we pick what fits the client — driven by mathematics and a scientific approach.

03
Size the risk

Scale exposure to hit target volatility and respect your downside limit.

04
Adjust

We optimise the portfolio for current market conditions — with a full rebalance every quarter.

/ DEFENSIVE SIGNALS

Investment advice grounded in data and mathematics

A calm market gets a balanced portfolio. When the macro data turns, defensive switches change the mix or cut exposure — automatically.

REGIME · INFLATION
Rising CPI

When inflation runs hot, the portfolio tilts toward energy and gold.

→ Energy · Gold · Bonds
REGIME · RECESSION
Falling output

If industrial production drops for months, risk is cut back into government bonds.

→ Bonds
REGIME · VALUATION
Overheated market

A stretched valuation (Shiller CAPE) with no inflation trims risk sharply.

→ Risk-off
REGIME · GEOPOLITICS
Trade tension

A spike in trade-war attention moves fully into a defensive utilities position.

→ Utilities
REGIME · VOLATILITY
Rising turbulence

As portfolio volatility climbs, exposure is scaled down toward the 9% target.

→ Target-vol scaling
REGIME · RECOVERY
Deep, cheap dip

After a big drawdown in a cheap market, it can lean back in to capture the recovery.

→ Contrarian mode
BASE MODE · DEFAULT

In a calm market — the balanced core

When no defensive signal is firing, the portfolio holds its core allocation — four equally-weighted blocks, diversified across growth, safe-haven, real-economy and income assets.

25%
High-tech
Growth engine
25%
Gold
Safe haven
25%
Industrials
Real economy
25%
High-yield bonds
Income
/ GEOPOLITICAL RISK

We measure geopolitical risk before it hits the market

Our AI is trained on millions of news items and scores geopolitical tension into a single, quantified index. When it spikes, the portfolios move to defensive positions for our clients — often before markets react.

Read the methodology
8.4M
news over 13 years
5
languages parsed
Geopolitical tension indexILLUSTRATION
72▲ elevated
0 calm
100 crisis
defensive trigger
Above the trigger, portfolios shift to defensive assets for our clients. The shape above is an illustration of how the index behaves — it is not a live reading.
/ TRACK RECORD

Set your limit, see the shape

Pick a downside limit and the 13-year track record updates — tighter limits ride steadier for a lower return, looser limits reach higher.

Growth of €10,000 ·
Updated
Your downside limit
tighter limit · steadier, lower target
Your portfolio S&P 500 (EUR)
RETURN P.A.
MAX DRAWDOWN
PROFILE
OUR RESEARCH
How it Works

Past performance is not a reliable indicator of future results. The chart shows the actual daily portfolio value of our live EUR strategy, rebased to €10,000 at the start of the selected period; figures are before advisory fees and taxes. Tighter downside limits are the same strategy held at a reduced exposure, with the remainder assumed to earn nothing in cash. The benchmark is the S&P 500 (SXR8.DE, EUR-quoted, dividends reinvested). The value of investments can go down as well as up; capital at risk.

/ INVESTMENT ADVISORY

Delivered as advice — you approve every trade

We don't take custody of your money or trade on autopilot. Before anything, an advisor reviews your situation and whether this strategy suits you — then every recommended trade is yours to approve.

01
We get to know you
Goals, horizon, experience and capacity for loss — a full suitability review.
02
We assess the fit
Whether this strategy is appropriate for you — and honestly, when it isn't.
03
We lay out pros & cons
Clear upside, risks and costs — a written recommendation you can keep.
04
You decide, you approve
The strategy signals trades; nothing executes until you confirm in your dashboard.
Advice, not custody
Your money stays in your name — we never hold or move it for you.
Suitability first
If the strategy doesn't fit your profile, we'll tell you plainly.
You stay in control
Approve, skip or pause any recommendation — anytime.
/ KYC & SUITABILITY

Know-your-client assessment

Before we give any advice we build a full picture of your situation, goals and risk appetite — as required before any investment advice.

Step 1 of 15
01

General information

All personal data you provide is encrypted and protected — see our data processing policy.

Axplusb operates as an independent investment advisor. All investment recommendations are provided in an advisory capacity and are issued only after the completion of a mandatory client risk profiling process. Investing in financial instruments involves a risk of partial or total loss of capital. Past performance, including historical backtesting results, does not guarantee future returns. Market conditions may change, and investment decisions may result in both gains and losses. Quantitative models, algorithmic methodologies, and data-driven systems — including artificial intelligence and Big Data analytics — do not eliminate market risk and do not ensure guaranteed performance. Such models are based on historical data and assumptions that may not materialize in future market conditions. Axplusb does not take custody of client assets and does not manage client funds directly. Clients retain full discretion over investment decisions and execute transactions through their chosen broker or financial intermediary. Investment decisions should be made in consideration of individual objectives, investment horizon, and risk tolerance. The client remains solely responsible for their investment decisions.