Northwise Portfolios
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Northwise Portfolios
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Northwise Portfolios
A more active portfolio for growth opportunities where timing, changing fundamentals, and risk management matter.
Performance
Compare Northwise with major market benchmarks.
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Strategy
Portfolio value
Available with PremiumPosition sizes
Available with PremiumInvested capital
Available with PremiumCurrent holdings
Northwise portfolio
Jul 29, 2026 to Aug 26, 2026 · Time-weighted return
Latest performance observation: Aug 26, 2026. Portfolio valued through Aug 26, 2026 close.
Newer pricing is taking longer than expected. Showing recorded return history through Aug 26, 2026.
SPY, QQQ, IWM comparison unavailable for these dates. Portfolio returns remain available.
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| Observation date | Northwise portfolio | SPY | QQQ | IWM |
|---|---|---|---|---|
| Jul 29, 2026 | 0.00% | Unavailable | Unavailable | Unavailable |
| Aug 21, 2026 | +39.46% | Unavailable | Unavailable | Unavailable |
| Aug 26, 2026 | +37.13% | Unavailable | Unavailable | Unavailable |
Portfolio performance uses time-weighted returns. Deposits and withdrawals are external flows; dividends and interest are returns, and recorded fees reduce value. Each selected period is rebased to its first displayed observation.
3 available observations are shown for this period. Historical observations can be unevenly spaced. Lines connect available points and do not establish daily performance between them. Portfolio observation dates use New York time.
Benchmarks use Marketstack adjusted closing prices at or before each portfolio observation. Benchmark lines are ETF comparison series and do not describe the portfolio’s holdings. The data table identifies earlier benchmark close dates; unavailable comparisons are labelled. An adjusted-price comparison is not a separate reconstruction of ETF distributions.