5 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.

5 Stock - 2025 Vintage 3

Inception Date:

August 29, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$9,651.54

Vintage Return

-3.48%

S&P Return

4.96%

5 Stock - 2025 Vintage 1

Inception Date:

February 28, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$10,206.66

Vintage Return

2.07%

S&P Return

14.61%

5 Stock - 2024 Vintage 3

Inception Date:

September 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$11,221.44

Vintage Return

12.21%

S&P Return

21.59%

5 Stock - 2024 Vintage 1

Inception Date:

March 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$20,429.40

Vintage Return

104.29%

S&P Return

35.75%

5 Stock - 2023 Vintage 3

Inception Date:

September 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$23,942.73

Vintage Return

139.43%

S&P Return

54.34%

5 Stock - 2023 Vintage 1

Inception Date:

March 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$35,233.91

Vintage Return

252.34%

S&P Return

77.35%

5 Stock - 2025 Vintage 2

Inception Date:

May 30, 2025

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$11,909.10

Vintage Return

19.09%

S&P Return

15.19%

5 Stock - 2024 Vintage 4

Inception Date:

December 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$11,618.09

Vintage Return

16.18%

S&P Return

13.39%

5 Stock - 2024 Vintage 2

Inception Date:

June 1, 2024

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$18,059.80

Vintage Return

80.60%

S&P Return

30.37%

5 Stock - 2023 Vintage 4

Inception Date:

December 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$22,935.19

Vintage Return

129.35%

S&P Return

51.72%

5 Stock - 2023 Vintage 2

Inception Date:

June 1, 2023

Last Update:

November 4, 2025

$10k Investment

Vintage Value

$30,426.74

Vintage Return

204.27%

S&P Return

66.94%