Portfolio Performance
Investment performance is typically stated as one of the top priorities for our prospective clients - they want to maximize profits. We feel that if your sole priority is performance, you might be better off investing in the S&P.
Our goal at DiversiFi is to ensure our client’s investments perform on par or better than benchmarks, net of our fee, while also removing the stress, time, and mental load that comes with executing a strategy on your own.
In order to get market-like returns, you need to be consistently investing cash and rebalancing your accounts in a timely manner. These tasks alone can become an emotional & mental burden, and might not happen if you’re taking a “passive” approach to investing.
“While our track record speaks for itself, successful investment strategies go beyond performance. Let us show you the difference a holistic approach to Wealth Management can make.”
Nathan Dingler | Head of Wealth
Click on any of our Portfolios below to view past performance versus benchmarks.
Due to trading timing and contributions or distributions, individual account performance may vary from the historical results below.
Due to market fluctuations, past performance is not indicative of future performance.
Capital Appreciation
Pursue higher returns over the long-term
As of Q1 2024
*Portfolios included are those within the range of portfolio allocation and meet minimum funding requirements
**Read more about our benchmarking methodology
Balanced Income & Growth
Build wealth and generate a source of income
As of Q1 2024
*Portfolios included are those within the range of portfolio allocation and meet minimum funding requirements
**Read more about our benchmarking methodology
Income & Capital Preservation
Focus on low-risk investing & diversification
As of Q1 2024
*Portfolios included are those within the range of portfolio allocation and meet minimum funding requirements
**Read more about our benchmarking methodology
NASDAQ25
*This strategy was launched in 2023. YoY performance metrics will be live in Q4 2024. Quarterly performance can be shared upon request.
Disclaimer:
Managed portfolio performance is measured every quarter. Past performance is not indicative of future performance. Future returns may differ significantly from past returns due to many different factors. Investments involve risk and the possibility of a loss of principal. The values and performance numbers represented are net of management fees and were calculated by DiversiFi Capital using managed portfolio data. Performance in each model must meet the following requirements to be included in performance measurements:
Minimum of $50k at the start of a given quarter.
Less than 5% of the account was contributed or distributed in a given quarter.
Portfolios are within one std. deviation from the mean to determine the allocation target.