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 that demonstrate returns higher than the market average while maintaining identical or even lower levels of risk.
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.
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 that demonstrate returns higher than the market average while maintaining identical or even lower levels of risk.
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.
Brief Overview of ViFinance US Stocks Index performance
(The data is updated on a monthly/quarterly basis.)
(The data is updated on a monthly/quarterly basis.)
ViFinance US Stocks Index Performance (Price values, excluding dividends.):
2024 (YTD): +10,22% / (S&P500 +6,89%)
2023: +49,94% / (S&P500 +24,81%)
2022: -28.93% (S&P500 -19.82%)
2021: +34.27% / (S&P500 +27.04%)
2020: +27.79% (S&P500 +16.16%)
2019: +40.35% (S&P500 +29.85%)
2018: -8.91% (S&P500 -6.92%)
2017 (Since April 1, 2017): +20.21% (S&P500 +14.21%)
Since the inception of the Index (from April 2017): +202,73% / (S&P500 +115,53%)
CAGR (Compound Annual Growth Rate) for the entire period: +17,37% / (S&P 500 +11,74%)
2024 (YTD): +10,22% / (S&P500 +6,89%)
2023: +49,94% / (S&P500 +24,81%)
2022: -28.93% (S&P500 -19.82%)
2021: +34.27% / (S&P500 +27.04%)
2020: +27.79% (S&P500 +16.16%)
2019: +40.35% (S&P500 +29.85%)
2018: -8.91% (S&P500 -6.92%)
2017 (Since April 1, 2017): +20.21% (S&P500 +14.21%)
Since the inception of the Index (from April 2017): +202,73% / (S&P500 +115,53%)
CAGR (Compound Annual Growth Rate) for the entire period: +17,37% / (S&P 500 +11,74%)
Disclaimer: All investments carry risk. Performance quoted represents past performance and does not guarantee future results. There is no guarantee that in any stocks or stock portfolios will result in profits or that they will not result in losses.
Investing in portfolios constructed according to the ViFinance indices may not be suitable for everyone. We do not recommend investing in stocks if it doesn't align with your risk profile and the timeline of your financial goals (less than 5 years).
This site is for informational purposes only. The information does not constitute a solicitation or investment recommendation.
Investing in portfolios constructed according to the ViFinance indices may not be suitable for everyone. We do not recommend investing in stocks if it doesn't align with your risk profile and the timeline of your financial goals (less than 5 years).
This site is for informational purposes only. The information does not constitute a solicitation or investment recommendation.