ViFinance Algorithm is a proprietary method for constructing stock market indices.
The ViFinance Index consists of companies with the best business quality metrics (Quality Factor). The goal of the ViFinance Index is to assemble successful, fundamentally stable companies with long-term advantages.
The goal of the entire Project is the optimization of index investing through the construction of improved indices.
ViFinance US Stocks Index — Top Quality US Companies
The basis for this index is the broad market index S&P500. Companies that do not meet the selection criteria (based on business quality) are excluded from it. The allocation of weights is done proportionally to market capitalization. The index composition review and rebalancing occur once a year in April, after the release and analysis of all annual reports for the previous year. Minor changes are possible once a quarter, after the publication of quarterly reports.
The Index calculation has been performed out since 2017.
Since that time, a Model Portfolio (with an initial investment of $1,000,000) has been created to compare the results of the ViFinance US Stocks Index and the benchmark. The Model Portfolio's performance is compared to an equivalent amount invested in the S&P500 (ETF: SPY).
Since 2018, real portfolios have been constructed according to the Index.