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20 Stock Portfolio Vintages

Vintage Summaries

Vintage summaries show the total results of each Wisefi.ai vintage since inception as compared the S&P Index. Vintage simulations begin with a $10,000 investment. Wisefi.ai creates new vintages approximately every three months. Click the more button to see additional vintage information and details.

20 Stock - 2025 Vintage 4

Inception Date:

November 28, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$10,570

Vintage Return

5.70%

S&P Return

-0.03%

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20 Stock - 2025 Vintage 2

Inception Date:

May 30, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$14,323

Vintage Return

43.23%

S&P Return

16.55%

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20 Stock - 2024 Vintage 4

Inception Date:

December 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$11,553

Vintage Return

15.53%

S&P Return

14.72%

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20 Stock - 2024 Vintage 2

Inception Date:

June 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$13,336

Vintage Return

33.36%

S&P Return

31.90%

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20 Stock - 2023 Vintage 4

Inception Date:

December 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$20,757

Vintage Return

107.57%

S&P Return

53.50%

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20 Stock - 2023 Vintage 2

Inception Date:

June 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$26,064

Vintage Return

160.64%

S&P Return

68.90%

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20 Stock - 2025 Vintage 3

Inception Date:

August 29, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$10,541

Vintage Return

5.41%

S&P Return

6.19%

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20 Stock - 2025 Vintage 1

Inception Date:

February 28, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$13,302

Vintage Return

33.02%

S&P Return

15.96%

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20 Stock - 2024 Vintage 3

Inception Date:

September 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$12,674

Vintage Return

26.74%

S&P Return

23.01%

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20 Stock - 2024 Vintage 1

Inception Date:

March 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$14,854

Vintage Return

48.54%

S&P Return

37.34%

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20 Stock - 2023 Vintage 3

Inception Date:

September 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$21,764

Vintage Return

117.64%

S&P Return

56.15%

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20 Stock - 2023 Vintage 1

Inception Date:

March 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$19,390

Vintage Return

93.90%

S&P Return

79.43%

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Notes:

- Wisefi.ai is a portfolio simulation model only. Wisefi.ai does not own any securities or investments. 

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- The performance data shown herein represents past performance. Current performance of portfolio vintages may be higher or lower than what is displayed.

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- Wisefi.ai does not provide personalized investment advice. The information herein is general and educational in nature and should not be considered personal financial advice or recommendations. By using Wisefi.ai you agree that any action taken herein does not constitute a recommendation that a particular security, strategy, or action is suitable for you. Before investing in any stock, or financial security you should consider its investment objectives, risks, charges, and expenses. You should consult with a registered investment advisor to ensure an investment decision is appropriate for your personal needs.

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- Keep in mind that all investing involves risk. Past performance is no guarantee of future results. Consult our Terms of Services for additional information.

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