The TOP40 World Equity EQS Power Selection (WES) is our flagship product line, and it has been for years—for good reason.

In today’s world, it is not enough for companies to be well-established in their respective market niches for them to be successful and their stocks to rise in price. Every business, from the largest trillion-dollar giant to the smallest shop in town, faces the economic pressure of ever-increasing levels of competition, both domestic and international. Being able to tell which companies have what it takes to navigate this dynamic economic environment, and thrive in it, is worth exactly the difference between the EQS TOP40 WES Power Selection’s equity line and its benchmark indices.

While history shows that investing blindly into sector ETFs may be a somewhat winning strategy in the very long term, the numbers tell a different story: through the accurate analysis of both the fundamentals and statistical indicators of each company out there in the market, it is definitely possible to cherry-pick the ones that are bound to see their operations expand and their profits skyrocket. Every asset manager wants to have part of the wealth they manage invested into a selection of stocks that is capable of providing such performance with such consistency. The companies that our fintech models select as the most likely candidates to see their stock prices rise each month are by far the most solid investments one can make in the stock market at any given time.



Performance

Clicking on the name of any element in the legend above shows/hides its plot

TOP40 Selection
Performance
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SELECTION at: ↑↓1 month ↑↓3 months ↑↓6 months ↑↓YTD ↑↓1 year ↑↓3 years ↑↓since start
(2017-09-29)
↑↓
TOP40
Selection
-2.94%6.74%18.17%10.01%7.41%-5.58%43.31%
MSCI World-3.83%3.12%19.39%4.29%16.55%12.47%65.22%
SP 500-4.16%3.92%20.07%5.57%20.78%20.44%99.88%
TOP40 Selection
Group contribution breakdown
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SELECTION Asset Class ↑↓1 week ↑↓1 month ↑↓3 months ↑↓6 months ↑↓1 year ↑↓3 years ↑↓since start
(2017-09-29)
↑↓
TOP40
Selection
-0.02%-2.94%6.74%18.17%7.41%-5.58%43.31%
Value – LargeCap-0.83%2.15%
Value – MediumCap-0.14%3.29%
Growth – LargeCap-4.41%13.02%
Growth – MediumCap0.96%13.60%
Growth – SmallCap1.30%8.33%
TurnAround2.05%9.81%
SmallCap – Basic-2.05%-3.12%
SmallCap – Plus-1.00%-1.52%
Sector – Utilities0.45%0.69%
Sector – Cons.Discretionary-1.25%-1.89%
Sector – InformationTechnology-2.50%-3.80%
Sector – Industrials-0.02%-0.03%
Sector – Communication-1.27%-1.94%
Sector – Cons.Staples-0.05%-0.07%
Sector – HealthCare-0.72%-1.09%
Sector – Financials-0.74%-1.13%
Sector – Energy-0.09%-0.14%
Sector – Materials-0.38%-0.58%
Sector – RealEstate-0.47%-0.71%
Sector – All-5.01%-7.62%
FIRST FREE-2.00%-3.03%
SP500 LC-GW1.27%1.93%
SP500 LC-MA0.71%2.00%3.04%
SP400 MC-MA-0.08%2.18%3.32%
SP600 SC-MA-0.56%0.68%1.03%
FIRST HC-0.18%-2.85%3.67%8.50%4.97%4.36%6.63%
FIRST Analyst0.16%-0.09%3.07%9.67%2.37%2.08%3.16%

Information

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