PERFORMANCE
Performance
Track our track record and see how we consistently deliver results for our investors.
1 Year Return
+15.3%
Above market benchmark
3 Year Return
+42.7%
Compound annual growth
5 Year Return
+89.2%
Since inception
Portfolio Growth
Last 5 years performance trajectory
Portfolio Allocation
Stocks45% · $56,039
Bonds20% · $24,906
Real Estate15% · $18,680
Crypto10% · $12,453
Cash10% · $12,453
Market Insights
Jun 2026
Fed holds rates steady — market responds positively with broad-based gains.
May 2026
Tech sector leads Q2 gains with 8.3% increase, driven by AI momentum.
Apr 2026
Real estate investments show strong recovery signs across major markets.
Mar 2026
Diversification strategy proves effective in mitigating volatility.