Discretionary Portfolio Management

Grow your wealth with conviction and clarity

Goeury Investments offers a personalised, research-driven approach to portfolio management; tailored to your objectives, risk tolerance, and investment horizon, custodied at Interactive Brokers.

View Track Record Our Approach

Live Performance Snapshot; as of 12 May 2026

Since Inception

+214.1%

from 25 Jun 2024

2025 Full Year

+106.4%

vs SPX +16.4%

YTD 2026

+17.2%

vs SPX +8.3%

1-Year Return

+29.6%

vs SPX +31.0%

Benchmarks: S&P 500 (SPX) & MSCI World (IWDA) · Source: IBKR PortfolioAnalyst

Audited Track Record

Performance vs. Benchmarks

All returns are time-weighted (TWR) as reported by Interactive Brokers PortfolioAnalyst. Benchmarks are the S&P 500 Total Return (SPX) and MSCI World ETF (IWDA).

Since Inception · Jun 2024 → May 2026
Portfolio Return (TWR)
+214.1%
vs S&P 500+30.97%
vs MSCI World+24.51%
✦ Alpha vs SPX: +75.4pp

Full Year 2025 · Jan → Dec 2025

Portfolio Return (TWR)

+106.4%

vs S&P 500+16.39%

vs MSCI World+7.08%

✦ Alpha vs SPX: +90.0pp

YTD 2026 · Jan → 12 May 2026

Portfolio Return (TWR)

+17.23%

vs S&P 500+8.29%

vs MSCI World+7.53%

✦ Alpha vs SPX: +8.9pp

Cumulative Return Since Inception

Quarterly performance · Jun 2024 → May 2026 (Goeury vs. SPX vs. IWDA)

Benjamin Goeury

S&P 500 (SPX)

MSCI World (IWDA)

2026 YTD; Cumulative Return vs. Benchmarks

Daily cumulative returns · Jan 2026 → 12 May 2026

Benjamin Goeury (est.)

S&P 500

MSCI World

Monthly Return Comparison; Last 12 Months

Period: Jan 2025 → May 2026 · Source: IBKR PortfolioAnalyst (TWR)

Month	Portfolio	S&P 500	MSCI World	Alpha (vs SPX)
Jan 2025	+11.76%	+2.78%	+4.80%	+8.98%
Feb 2025	+18.37%	−1.30%	+2.95%	+19.67%
Mar 2025	+18.41%	−5.63%	+0.18%	+24.04%
Apr 2025	+10.02%	−0.68%	+3.70%	+10.70%
May 2025	+11.93%	+4.45%	+3.10%	+7.48%
Jun 2025	−1.56%	+4.96%	+0.85%	−6.52%
Jul 2025	−1.63%	+2.17%	+4.83%	−3.80%
Aug 2025	+1.97%	+1.91%	−0.39%	+0.06%
Sep 2025	+6.25%	+3.53%	+2.50%	+2.72%
Oct 2025	+0.17%	+2.27%	+4.33%	−2.10%
Nov 2025	+2.02%	+0.13%	−0.33%	+1.89%
Dec 2025	−0.22%	−0.05%	+0.06%	−0.17%
Jan 2026	+2.07%	+1.37%	+0.67%	+0.70%
Feb 2026	−1.29%	−0.87%	+1.12%	−0.42%
Mar 2026	−7.25%	−5.09%	−4.83%	−2.16%
Apr 2026	+14.69%	+10.42%	+8.31%	+4.27%
May 2026 (MTD)	+9.38%	+2.83%	+2.47%	+6.55%

All returns are Time-Weighted Returns (TWR) from IBKR PortfolioAnalyst. Alpha = Portfolio return minus S&P 500 return for each month.

Investment Philosophy

Portfolios built around your objectives

Goeury Investments is built on a simple conviction: each client deserves a portfolio precisely calibrated to their financial goals, risk tolerance, liquidity needs, and time horizon; not a generic model portfolio.

The strategy may range from active, equity-led allocations for growth-oriented investors, to diversified index-based structures for those seeking steadier risk profiles. The common thread is rigorous research and transparent decision-making.

Tailored MandatesEach client receives a bespoke investment mandate reflecting their personal objectives and agreed risk parameters.
Active MonitoringContinuous oversight of portfolio positioning, with rebalancing and tactical decisions made on your behalf.
Benchmark-Relative FocusPortfolio performance is always assessed against a pre-agreed benchmark, ensuring accountability and clarity.
Assets in Your NameYour assets are held directly at Interactive Brokers in your own account. You retain full custody and visibility at all times.

Powered by Interactive Brokers

Institutional-grade infrastructure for every client

Client-owned accounts; assets remain in your name at the custodian level; only trading discretion is delegated.

Linked account structure; portfolio oversight is centralised at strategy level while each account remains independently held.

Real-time reporting; clients have 24/7 access to account information, positions, and performance through IBKR's portal.

Global market access; equities, ETFs, fixed income, and more across all major exchanges worldwide.

Segregated assets; client funds are never commingled; each account is separately held and independently audited.

Fee Framework

Transparent, performance-aligned pricing

The long-term ambition is a fee model that aligns our interests with yours; combining a management fee with a performance component tied to genuine excess returns.

Annual Management Fee

A base fee for ongoing portfolio management, monitoring, and quarterly reporting; discussed individually based on account size and strategy.

✓ Charged annually, in arrears

✓ Individually agreed, scale-based

✓ Covers full management & reporting

✓ No hidden transaction surcharges

Performance Fee

A future component tied to excess returns above a pre-agreed benchmark; implemented only once the business is fully licensed and documented.

✓ Applied on positive alpha only

✓ Transparent structure

✓ Benchmark tailored per strategy

✓ Fully documented in client agreement

Any fee values referenced here are purely illustrative and are not a current fee offer, a binding commercial term, or a solicitation to enter into a regulated arrangement. Any eventual fee model will be formally documented, reviewed for legal suitability, and agreed in writing before implementation.

Reporting Philosophy

Clarity through accountability

Quarterly reporting is a core pillar of the client experience. Every report is designed to be clear, actionable, and honest; giving clients a true picture of results and positioning.

Quarterly Reports

Comprehensive quarterly summaries covering portfolio holdings, period performance, and a benchmark comparison so clients understand both results and construction logic.

Investment Commentary

Key positioning decisions and market observations are explained in plain language; not financial jargon; so clients always understand the reasoning behind their portfolio.

Mandate Consistency

Each report explicitly shows whether the portfolio remains consistent with the client's original mandate; providing a built-in accountability framework and foundation for constructive review discussions.

About

Benjamin Goeury

Benjamin Goeury focuses on financial markets with a disciplined, results-driven approach and an entrepreneurial mindset.

His work combines hands-on experience in portfolio management in Luxembourg with continuous monitoring of global markets, macro trends, and geopolitical developments.

The investment process is built on independent thinking, data-driven decision-making, and consistency; supported by Python for analysis and AI tools to enhance research efficiency and execution.

Education

MSc in Sustainable Finance & Asset Management; Maastricht University
BSc in International Business (Finance); Maastricht University
Exchange in Economics; Universität Bern

Certifications

CFA Program; Level I, CFA Institute
Level 6 Diploma in Applied Finance; LIBF
Portfolio Construction & Analysis with Python; EDHEC Business School

Start a conversation about your portfolio

Whether you're evaluating options or ready to explore a bespoke mandate, we welcome any introductory discussion; no obligations, no pressure.

EmailGoeury_Investments@outlook.com

Telephone+32 485 22 23 47

LocationLuxembourg, Luxembourg

Benjamin Goeury

Portfolio Analyst · Goeury Investments
Available for introductory conversations on portfolio strategy and the Goeury Investments model.

Send an email

Goeury Investments is currently presented as a developing venture and does not hold itself out as an authorised Investment Advisor or regulated entity. This document must not be interpreted as an offer of an already-authorised discretionary portfolio management or investment advisory service. It is an introductory presentation of a planned model, subject to legal structuring, regulatory approval, compliance build-out, and formal documentation before launch.

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and investors may not recover the full amount originally invested. Performance data sourced from Interactive Brokers PortfolioAnalyst tool; accuracy is not guaranteed. Any references to targets, expected returns or alpha are illustrations of investment philosophy and not guarantees of future performance. This document is for information and discussion purposes only. It does not constitute investment advice, a recommendation, an offer, or a solicitation to buy or sell any financial instrument or to enter into a discretionary portfolio management mandate.