Northwise Portfolios
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Northwise Portfolios
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Northwise Portfolios
Our primary portfolio, built around concentrated long-term ideas with transparent position sizing and performance.
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
Jan 15, 2026 to Jul 31, 2026 · Time-weighted return
Latest performance observation: Jul 31, 2026. Portfolio valued through Jul 31, 2026 close.
Newer pricing is taking longer than expected. Showing recorded return history through Jul 31, 2026.
SPY, QQQ, IWM comparison unavailable for these dates. Portfolio returns remain available.
Hover to inspect. Tap or click to keep a date selected. With the chart focused, use Left/Right, Home/End, or Escape to clear. Exact values are also in View chart data.
Preparing chart. Exact returns are available below.
| Observation date | Northwise portfolio | SPY | QQQ | IWM |
|---|---|---|---|---|
| Jan 15, 2026 | 0.00% | Unavailable | Unavailable | Unavailable |
| Apr 23, 2026 | +32.61% | Unavailable | Unavailable | Unavailable |
| May 31, 2026 | +77.53% | Unavailable | Unavailable | Unavailable |
| Jun 30, 2026 | +72.07% | Unavailable | Unavailable | Unavailable |
| Jul 31, 2026 | +92.85% | 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.
5 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.