top of page

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 3

Inception Date:

August 29, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$9,752.75

Vintage Return

-2.47%

S&P Return

4.96%

More
20 Stock - 2025 Vintage 1

Inception Date:

February 28, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$12,366.19

Vintage Return

23.66%

S&P Return

14.61%

More
20 Stock - 2024 Vintage 3

Inception Date:

September 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$11,887.69

Vintage Return

18.88%

S&P Return

21.59%

More
20 Stock - 2024 Vintage 1

Inception Date:

March 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$13,811.67

Vintage Return

38.12%

S&P Return

35.75%

More
20 Stock - 2023 Vintage 3

Inception Date:

September 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$20,469.10

Vintage Return

104.69%

S&P Return

54.34%

More
20 Stock - 2023 Vintage 1

Inception Date:

March 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$18,313.85

Vintage Return

83.14%

S&P Return

77.35%

More
20 Stock - 2025 Vintage 2

Inception Date:

May 30, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$13,552.43

Vintage Return

35.52%

S&P Return

15.19%

More
20 Stock - 2024 Vintage 4

Inception Date:

December 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$10,717.20

Vintage Return

7.17%

S&P Return

13.39%

More
20 Stock - 2024 Vintage 2

Inception Date:

June 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$12,715.19

Vintage Return

27.15%

S&P Return

30.37%

More
20 Stock - 2023 Vintage 4

Inception Date:

December 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$19,197.56

Vintage Return

91.98%

S&P Return

51.72%

More
20 Stock - 2023 Vintage 2

Inception Date:

June 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$24,784.58

Vintage Return

147.85%

S&P Return

66.94%

More

Notes:

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

​

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

​​

- 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.

​

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

Cookie Policy 

Terms of Service

Disclaimer 

Our Services

About Us

Privacy Policy 

Disclosure Policy

Do Not Sell My Personal Information

Send Feedback

© 2025 Wisefi.ai all rights reserved.

Wisefi.ai services provided by Wisefi LLC

bottom of page