Investor Intelligence
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
Investor Intelligence
How Our Investing Ideas Have Held Up: April 2026
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March wasn’t easy on markets. So let’s assess the damage and make a plan.
In this episode, our analysts' cover how their investment ideas are holding up in the real world.
Since their launch in October 2024, the Finimize portfolio has delivered an average absolute annualized return of 25%, beating benchmarks by an annualized 10%, and sits at a 70% “hit rate” – meaning most of the calls made money.
So we're breaking down what worked, what didn’t, and what direction the portfolio takes from here.
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