Full transparency of our historical model portfolios

Historical model results — transparent, verifiable, and without guarantees

On this page, we show how our published model portfolios have developed based on historical market data. The figures are for informational purposes only and illustrate the functioning of the methodology used. They do not constitute personal investment advice and offer no guarantee of future results.

★ ★ ★ ★ 4,2 / 5 – based on customer reviews
InvestGlobal model portfolio stock chart – history of model changes and results

Full transparency of every model portfolio.

📈18 model portfolios
🗓️10+ year historical data
🔍100 % transparent model history
📊Benchmark comparison included

Historical data as insight

No predictions or guarantees, but verifiable historical information about the published model portfolios.

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Historical simulations

No predictions, but an objective retrospective of the applied methodology spanning more than 10 years.

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Comparison with benchmark

Compare the historical performance of a model portfolio with a well-known reference index.

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Full transparency

Every historical model change is visible — without hidden selections or filtered periods.

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Educational

Gain insight into the fixed methodology and the way the model responded to market movements.

View three sample portfolios

No prediction. But full historical transparency.

InvestGlobal – historical simulation

Annual historical comparison with MSCI World

Starting value 200016.661
Final value 2026299.889
Highest annual result+ 39,58 %
yearsInvestGlobalMsciVerschil
2026+ 11,15 %+ 7,09 %+ 4,06 %
2025+ 4,53 %+ 19,49 %-14,96%
2024+ 10,18 %+ 17,00 %-6,82%
2023+ 12,45 %+ 21,77 %-9,31%
2022-13,38%-19,46%+ 6,09 %
2021+ 14,00 %+ 20,14 %-6,13%
2020+ 39,58 %+ 14,06 %+ 25,52 %

Complete historical table available in Stockchart. The figures shown are for informational purposes only, do not constitute personal investment advice, and offer no guarantee of future results.

InvestGlobal

Global distribution, transparent compared to MSCI World

  • Annual comparison with benchmark
  • Complete history of model results
  • Positive and negative years visible
  • No promises, but verifiable data
Frankfurt model portfolio vs DAX benchmark – historical simulation
Frankfurt

Model portfolio vs DAX – historical simulation

  • Compared to the DAX as the reference index
  • Historical simulation over 10+ years
  • All historical model changes verifiable in Stock Market Chart
  • No filtered periods — negative years also remain visible

Historical simulation. The past offers no guarantee for the future.

Toronto model portfolio vs Canadian index – historical simulation
Toronto

Historical development since 2016

Comparison with the Canadian benchmark index based on historical market data. All model changes and results remain verifiable.

  • Canadian market, compared to local index
  • Historical simulation from 2016
  • All historical model changes verifiable in Stock Market Chart
  • No promises, but verifiable history

Historical simulation. The past offers no guarantee for the future.

More time for what really matters

Thanks to Beursgrafiek's fixed methodology and published model updates, you spend less time on market research — while retaining full control over your choices.

✓ Affordable access

Get access to educational model portfolios and historical research from €34/month — without high entry fees.

✓ Full control

You monitor everything yourself. No black box — just transparent model updates, history, and comparisons.

✓ Cash as part of the model

In the event of market weakness, the model may temporarily show a higher cash weight. This is an element of the methodology, not a guarantee against loss.

Stock chart displays historical model changes and market information on the chart

What investors say about the results

Insight into the methodology

The historical comparison gave me insight into how the methodology works. I particularly appreciate that difficult years also remain visible.

Patrick, Terneuzen

Peace in my approach

Thanks to the model updates, I don't have to constantly analyze all markets myself. I review the information and then make my own decision.

Chantal, Leuven

Useful comparison

The overview with MSCI World immediately gave me context. It was interesting to see how the model portfolio historically developed relative to the index.

Henk, Utrecht

Efficiency + simplicity

I have been following the publications since 2020. The comparison with the index is clear and user-friendly. Exactly what I was looking for.

Karel, Antwerp

Important information

Research and education, not a personal investment service

Beursgrafiek publishes model portfolios, historical market analyses, and methodological information for educational and informational purposes. All subscribers receive the same published information.

✓ No personalized investment advice
✓ No asset management or managed account
✓ No connection to bank, broker, or exchange
✓ No order execution or transactions via the platform

You assess the information independently and decide for yourself whether, when, and how to act. Historical results, simulations, and comparisons offer no guarantee of future results. Investing involves risks; you may lose part or all of your capital.

Research more clearly. Decide independently.

Brief explanations and methodological insights regarding the published model portfolios. Compact · Practical · Transparent.

Historical simulations of 18 portfolios
100% transparent model history
Comparison with benchmark included