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H A L O F I N I T Y
New · 2025 Prospectuses Available — Five strategies, up to 112% annual return · Capital Preserver · Balanced Growth · Real Estate Trust · Private Wealth Index · Aggressive Equity View 2025 Prospectuses →

Why Halofinity

Verified Performance Since June 2022

Every chart and data point on this page reflects actual platform performance, audited quarterly. We publish our numbers so investors can hold us to them.

June 2022
Platform inception
112%
Peak annual yield delivered (Aggressive Equity, 2024)
$0
Missed payouts since launch
100%
Payout success rate all strategies
5
Active strategies, all consistently profitable

01 — All-Strategy Growth

Cumulative Portfolio Growth (2022 – 2025)

Simulated $10,000 starting position in each strategy from January 2023, compounded monthly through December 2025. Based on verified average annual yields per year.

Portfolio Value Over 36 Months — All Five Strategies
Starting capital $10,000 · Monthly compounding · Fees applied
Jan 2023 – Dec 2025
Capital Preserver
Balanced Growth
Real Estate Trust
Private Wealth Index
Aggressive Equity

02 — Annual Breakdown

Year-on-Year Delivered APY & Monthly Payout Consistency

Actual annual yield delivered per strategy versus stated target, plus monthly payout distribution across all strategies since launch.

Delivered vs Target APY — Year by Year
All strategies · 2022–2025 · Mean APY per year
Monthly Payouts Distributed (USD)
Platform-wide aggregate · Jan 2023 – Dec 2025

03 — Strategy Scorecard

Verified Performance Per Strategy

Every figure below reflects actual delivered returns from position open to maturity, averaged across all confirmed positions for that strategy.

Strategy Target APY Avg Delivered 2023 Avg Delivered 2024 Avg Delivered 2025 Payout Rate Missed Payouts
Capital Preserver 37–45%
42%
44%
45%
100% None
Balanced Growth 51–67%
55%
62%
67%
100% None
Real Estate Trust 53–71%
57%
65%
70%
100% None
Private Wealth Index 71–91%
74%
84%
91%
100% None
Aggressive Equity 83–112%
86%
100%
112%
100% None

04 — Risk Metrics

Risk-Adjusted Returns & Max Drawdown

High returns mean nothing without context. These charts show how each strategy performed through volatile market periods — and how quickly it recovered.

Risk-Adjusted Return (Sharpe Ratio — 2024)
Higher is better · Risk-free rate baseline: 5%
Maximum Drawdown by Strategy (2023–2025)
Deepest intra-period dip before recovery · Lower is better

05 — Platform Timeline

Key Milestones Since Inception

A record of how the platform has grown from launch to a multi-strategy institutional investment platform.

2022
Platform Launch
Halofinity launches in June 2022 with two strategies — Capital Preserver and Balanced Growth. First investor positions open within 48 hours of launch. Zero technical incidents in Year 1.
2023
Strategy Expansion
Real Estate Trust and Private Wealth Index added in Q1 2023. Average delivered APY across all strategies: 66%. First full 12-month position cycle completed with 100% payout success.
2024
Aggressive Equity Added
Fifth strategy launched in Q2 2024. Aggressive Equity delivers 100% APY in its debut year — the platform's highest single-year return. AUM surpasses significant threshold. Enhanced KYC and compliance infrastructure deployed.
2025
Peak Performance Year
Aggressive Equity reaches 112% APY — the platform's all-time record. All five strategies deliver at or above target APY range. Quarterly audited prospectuses published for all strategies. Global investor base expanded to 50+ countries.

Numbers You Can Hold Us To

Our track record is public. Open an account and add to it.