Methodology

The live advisor stats and per-holding P&L on this page are built from live JSON and need JavaScript. The raw data is available at data/pipeline.json and data/holdings.json.

1. Universe

ETFs: only European accumulating UCITS. Stocks: only accumulating US + EU growers (no dividend-chasers). Long-only, no leverage.

2. Consolidated Advisors live

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Dozens of signals → one weighted score → HOLD/BUY/TRIM/SELL + human check. Full queue on the Pipeline page.

3. Position sizing

Core = sleeve weight ≥15%, Satellite below. Simple, mechanical, no storytelling — current labels on the Portfolio page.

4. Honest reporting

Weights in %, losers and winners always visible. Benchmark MSCI World / S&P 500 always alongside.

5. Risk & disclaimer

Educational showcase only. Not financial advice. Position caps, sector-concentration guard: any sector above 40% of the watchlist is flagged — live value loaded below. A flag is context, not an automatic block and not a trade trigger. Regime audit log-only, never a trade trigger.