Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Diversify into RBI-regulated P2P lending platforms and earn up to 11.5% p.a.
Invest in curated
corporate, gold, and govt. bonds
Earn income
while helping India move to clean energy
Connect with investors, share insights, and grow together.
Master the world of Alternative Investments with our in-depth courses
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Explore our range of financial tools to streamline your investment planning.
Read about our journey and get to know the leadership team at Vested
The fund"s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: 1) tactical allocation is accomplished by identifying positive trends for asset classes, sectors, and industries; and 2) equity stock selection is based on quantitative analysis with an emphasis on earnings. more
Time Frame | WLTG | S&P500 |
---|---|---|
1-Week Return | -0.4% | -0.58% |
1-Month Return | 4.62% | 1.89% |
3-Month Return | 4.7% | 3.24% |
6-Month Return | 13.72% | 10.09% |
1-Year Return | 27.42% | 22.09% |
3-Year Return | 29.77% | 35.68% |
5-Year Return | 20.08% | 83.47% |
Time Frame | WLTG | S&P500 |
---|---|---|
1-Week Return | -18.86% | -26.16% |
1-Month Return | 73.24% | 25.58% |
3-Month Return | 20.47% | 13.80% |
6-Month Return | 29.79% | 21.52% |
1-Year Return | 27.42% | 22.09% |
3-Year Return | 9.07% | 10.71% |
5-Year Return | 3.73% | 12.90% |
Stock name | Ticker | Weight |
---|---|---|
| QQQ | 11.69% |
| IWB | 7.04% |
| AMZN | 4.65% |
| META | 4.28% |
| RSP | 4.05% |
| NFLX | 4.01% |
| NVDA | 3.54% |
| GOOGL | 3.17% |
| RCL | 2.94% |
| LNG | 2.85% |
Sector | Weight |
---|---|
Information Technology | 25.66% |
Communication services | 15.26% |
Consumer discretionary | 14.59% |
Financials | 12.48% |
Industrials | 11.40% |
All Others | 20.61% |