DeepList Performance

Important Disclosures

Simulated performance. These are hypothetical model portfolios, not audited investment-account results. The simulation from 7 March 2026 is recalculated each week, so earlier values can change. Values before that date come from an earlier record made under older portfolio rules, and the period from 7 August to late November 2025 was rebuilt after the fact from research signals and price data. Models, source data and historical results may be revised.

Dates and rebalances. Each card shows its measurement period, latest valuation date and last recorded rebalance decision date. Rebalance counts include the initial portfolio setup and count recorded dates, not individual trades. The schedule is weekly, but missing research updates or weeks without recorded trades can reduce the count. Simulated trades normally use the next available trading day’s opening prices, so the decision date can precede the first chart observation.

Benchmarks and dividends. Europe uses the STOXX Europe 600 euro price index, which excludes dividends. The US comparison uses SPY, an ETF tracking the S&P 500. The models and ETF comparisons use dividend-adjusted prices where supplied, but consistent dividend treatment across the full historical record has not been verified. These comparisons should not be read as equivalent total returns.

Currency. Charts start at 100 and do not represent a euro or dollar account balance. Share prices and benchmarks can be quoted in different currencies. Currency conversion and exchange-rate effects have not been reconciled across the full record, so returns may differ materially from those earned by an investor in a single currency.

Costs and taxes. The current simulation applies assumed trading costs of 0.05% per trade value in the US and 0.25% in Europe. These assumptions have not been verified for every earlier segment. Investor taxes, advisory or account fees, and the full effects of spreads, slippage, liquidity and market impact are not comprehensively represented. Actual investment returns may therefore be lower.

Risk and verification. Returns measure the change between the first and last displayed daily values; they are not annualised. Maximum drawdown is the largest daily peak-to-trough decline within that period and can miss larger intraday losses. Concentrated portfolios can suffer substantial losses, and the period shown may not represent other market conditions. The records have not been independently audited or fully reconciled to original prices, trades and historical assumptions. Figures can be revised and are current only to the dates shown. Past performance does not indicate future results. Read the methodology.

DeepCap's scores and analysis are for informational purposes only and do not constitute financial advice, investment recommendations, or a substitute for independent research and professional counsel. Invest at your own risk.