ISEC Wealth Management
Questions & Answers
Can we somehow see the performance of a portfolio in the past years?
Asked by Gillian B. on 2/26/2026
1 Answer
Caino T.2/27/2026
If you have the account with them, you can always see it, the performance. They give full transparency, can even see which stocks/bonds your money is invested into.
For performance, I think they aim to beat S&P500 most years. But some years they beat them by a lot. One of the years was +30% for me, some were +28%. But that is outliers, and not all years are profitable. One time was almost -20% at one point in time (was a month during COVID). If you would withdrraw during that month, you would be actually losing money. But the end of that year was green as well. Still.
For performance, I think they aim to beat S&P500 most years. But some years they beat them by a lot. One of the years was +30% for me, some were +28%. But that is outliers, and not all years are profitable. One time was almost -20% at one point in time (was a month during COVID). If you would withdrraw during that month, you would be actually losing money. But the end of that year was green as well. Still.
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