12/22/2023
ViFinance is a project aimed at creating efficient investment portfolios from shares of fundamentally high-quality companies.
The goal of ViFinance is to ensure long-term comfort for investors regardless of market conditions, economic fluctuations, political events, and other factors.
The ViFinance algorithm is a method of financial analysis of companies, a digital interpretation of the principles of Warren Buffett, Benjamin Graham, and Philip Fisher, which includes evaluating businesses based on almost two dozen indicators.
Our main product is the ViFinance US Stocks Index. It is based on the S&P500 index. Each company from the original index undergoes an annual three-level analysis using the ViFinance algorithm. The first two levels of selection (90% of the work) are performed by our proprietary program. At the final stage, before being added to the portfolio, each company undergoes additional manual analysis. Companies that do not pass the selection are excluded from the list. This results in an index "cleansed" of companies with insufficient business quality.
History of ViFinance:
The ViFinance project was created in 2016 as a long-term investment experiment with the goal of determining whether long-term portfolios selected based on fundamental business quality criteria can provide investors with advantages in terms of additional returns or risk reduction compared to the broader market (S&P500). Since 2017, the calculation of the ViFinance US Stocks Index has been underway. Its structure and proportions were publicly available until August 2023. Thousands of investors observed the experiment, and over a hundred investors managed their portfolios in line with the ViFinance US Stocks Index.
In 2023, we established ViFinance L.L.C. (Registered Investment Advisor) to assist investors in portfolio management. Our service allows for the automatic replication of the ViFinance US Stocks Index structure directly on the account. It is available to clients of Interactive Brokers and Charles Schwab.
