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 4

Inception Date:

November 28, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$9,974

Vintage Return

-0.26%

S&P Return

-0.03%

5 Stock - 2025 Vintage 2

Inception Date:

May 30, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$14,721

Vintage Return

47.21%

S&P Return

16.55%

5 Stock - 2024 Vintage 4

Inception Date:

December 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$14,285

Vintage Return

42.85%

S&P Return

14.72%

5 Stock - 2024 Vintage 2

Inception Date:

June 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$21,614

Vintage Return

116.14%

S&P Return

31.90%

5 Stock - 2023 Vintage 4

Inception Date:

December 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$28,704

Vintage Return

187.04%

S&P Return

53.50%

5 Stock - 2023 Vintage 2

Inception Date:

June 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$35,655

Vintage Return

256.55%

S&P Return

68.90%

5 Stock - 2025 Vintage 3

Inception Date:

August 29, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$11,644

Vintage Return

16.44%

S&P Return

6.19%

5 Stock - 2025 Vintage 1

Inception Date:

February 28, 2025

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$12,365

Vintage Return

23.65%

S&P Return

15.96%

5 Stock - 2024 Vintage 3

Inception Date:

September 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$13,700

Vintage Return

37.00%

S&P Return

23.01%

5 Stock - 2024 Vintage 1

Inception Date:

March 1, 2024

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$24,636

Vintage Return

146.36%

S&P Return

37.34%

5 Stock - 2023 Vintage 3

Inception Date:

September 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$28,442

Vintage Return

184.42%

S&P Return

56.15%

5 Stock - 2023 Vintage 1

Inception Date:

March 1, 2023

Last Update:

January 2, 2026

$10k Investment

Vintage Value

$43,849

Vintage Return

338.49%

S&P Return

79.43%