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
Our Portfolios
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Capital Appreciation
Pursue higher returns over the long-term
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Balanced Income & Growth
Build wealth and generate a source of income
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Income & Capital Preservation
Focus on low-risk investing & diversification
NASDAQ25
Our NASDAQ25 portfolio strategy focuses on investing in the top 25 NASDAQ companies by market cap. This direct indexing approach provides several benefits, including: tax loss harvesting opportunities, transparency in investment holdings, lower costs compared to investing in funds, and a high potential for returns given the high growth nature of NASDAQ-related companies. NASDAQ25 Portfolio outperformed across many risk metrics compared to even the most aggressive benchmark.
This strategy was launched in 2023. YoY performance metrics will be live in Q4 2024.
These are sample holdings. Portfolio holdings are subject to change every month.
These holdings are not intended as investment advice, please consult your advisor to learn more
Value25
Our newly launched Value 25 portfolio strategy focuses on investing in the top 25 S&P 500 companies with a dividend yield greater than 2%. This direct indexing approach provides similar benefits to our NASDAQ25 portfolio: tax-loss harvesting, transparency in investment holdings, lower cost than investing in mutual funds, and a high potential for returns, given the track record and balance sheets of S&P companies. Compared to our N25 portfolio, the V25 portfolio is slightly less risky and produces returns similar to our aggressive Capital Appreciation portfolio
This strategy was launched in Q3 2024. YoY performance metrics will be live in Q4 2025.
These are sample holdings. Portfolio holdings are subject to change every month.
These holdings are not intended as investment advice, please consult your advisor to learn more.
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. The management fees vary between 0.60% to 1.20% annually. 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.