{"id":10281,"date":"2026-03-23T22:56:07","date_gmt":"2026-03-23T22:56:07","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=10281"},"modified":"2026-04-24T22:36:45","modified_gmt":"2026-04-24T22:36:45","slug":"70-30-equity-fixed-income-composite-report","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=10281","title":{"rendered":"70\/30 Equity\/Fixed Income Composite Report"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10281\" class=\"elementor elementor-10281\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e5a4e1 e-flex e-con-boxed e-con e-parent\" data-id=\"6e5a4e1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-170a48d elementor-widget elementor-widget-html\" data-id=\"170a48d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\nh1,h2,h3,h4{\n    font-family: Roboto, sans-serif !important;\n}\n  \/* \u2500\u2500 Scoped styles: all selectors prefixed with .fgips- to avoid theme conflicts \u2500\u2500 *\/\n\n  .fgips-wrap { font-family: 'Source Sans 3', 'Segoe UI', -apple-system, BlinkMacSystemFont, Roboto, sans-serif; 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}\n    .fgips-table thead th, .fgips-table tbody td { padding: 6px 8px; }\n  }\n<\/style>\n\n<div class=\"fgips-wrap\">\n\n  <!-- Hero -->\n  <div class=\"fgips-hero\">\n    <div class=\"fgips-hero-inner\">\n      <h1>Fintegrity's Investment Results<\/h1>\n      <div class=\"fgips-subtitle\">Fintegrity&reg; LLC &mdash; Composite Performance Reports<\/div>\n    <\/div>\n  <\/div>\n\n  <div class=\"fgips-container\">\n    <div class=\"fgips-section\">\n\n      <h2>70\/30 Equity\/Fixed Income Composite Report<\/h2>\n\n      <!-- Download Button -->\n      <div class=\"fgips-download-wrap\">\n        <h3 class=\"fgips-section-title\">Download All Fintegrity's Investment Composites<\/h3>\n        <a href=\"https:\/\/fintegrity.com\/wp-content\/uploads\/2026\/03\/Fintegrity-Perf-Summary-1-3-5-SI-one-page.pdf\" class=\"fgips-download-btn\" target=\"_blank\" rel=\"noopener\">Download PDF<\/a>\n      <\/div>\n\n      <!-- Composite Description -->\n      <h3 class=\"fgips-section-title\">Composite Description<\/h3>\n      <p class=\"fgips-text\">\n        The 70\/30 Composite includes all discretionary, fee-paying portfolios with a target allocation of\n        70% equities and 30% fixed income as specified in the client&rsquo;s investment policy statement. The composite\n        seeks a balance between capital appreciation and income generation through investment in U.S.-based\n        common stocks and high-quality bonds. U.S.-based common stocks are predominantly selected for quality\n        characteristics including financial strength, competitive position, and sustainable business models.\n        Portfolios primarily invest in individual securities rather than pooled investment vehicles. The strategy\n        does not currently and has not used exchange-traded derivatives (e.g., index options or futures), leverage\n        or short positions.\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Composite Creation Date:<\/span> October 11, 2019\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Material Risks:<\/span> This composite carries moderate volatility risk with\n        balanced exposure to equity and fixed-income markets. While the 30% fixed-income allocation provides\n        enhanced stability compared to higher-equity portfolios, significant market declines can still result in\n        material losses. During the financial crisis of 2007&ndash;2009, this benchmark declined by approximately\n        41.8% before recovering. Concentrated positions in individual stocks increase security-specific risk.\n        Interest rate risk affects the fixed-income portion substantially, with bond values declining when rates\n        rise. Credit risk exists if bond issuers experience financial difficulty. Suitable for investors with\n        moderate risk tolerance and medium to long-term investment horizons.\n      <\/p>\n\n      <!-- Benchmark Description -->\n      <h3 class=\"fgips-section-title\">Benchmark Description<\/h3>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Custom Benchmark Name:<\/span> 70\/30 RSP\/AGG\n      <\/p>\n      <p class=\"fgips-text\">\n        The benchmark for the 70\/30 Composite is a custom benchmark that consists of 70% allocation to the\n        Invesco S&amp;P 500 Equal Weight ETF (RSP) and 30% allocation to the iShares Core U.S. Aggregate Bond\n        ETF (AGG).\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Components:<\/span>\n      <\/p>\n      <p class=\"fgips-text\" style=\"padding-left: 20px;\">\n        1. 70% Invesco S&amp;P 500 Equal Weight ETF (RSP) &ndash; provides large-cap U.S. equity exposure with equal weighting<br>\n        2. 30% iShares Core U.S. Aggregate Bond ETF (AGG) &ndash; provides broad U.S. investment-grade bond exposure\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Rebalancing Process:<\/span> The benchmark is calculated using each ETF&rsquo;s\n        daily total-return series and is rebalanced to the 70%\/30% target weights on a daily basis. Daily blended\n        benchmark returns are chain-linked to produce longer-period benchmark returns.\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Calculation Methodology:<\/span> Benchmark returns reflect the weighted combination\n        of RSP and AGG total returns, including reinvested dividends and interest, net of each ETF&rsquo;s internal\n        expense ratio but before any advisory fees. Benchmark returns are based on the ETF&rsquo;s last traded price\n        as of the official closing market prices at the 4:00 p.m. Eastern Time close and are net of the ETF&rsquo;s\n        blended annual expense ratio of 0.149%.\n      <\/p>\n\n      <!-- Performance Results -->\n      <h3 class=\"fgips-section-title\">Performance Results<\/h3>\n\n      <div class=\"fgips-table-wrap\">\n        <table class=\"fgips-table\">\n          <caption>70\/30 Composite Annual Performance (Inception: December 1, 2023)<\/caption>\n          <thead>\n            <tr>\n              <th>Year<\/th>\n              <th>Gross Return<\/th>\n              <th>Net Return<\/th>\n              <th>Benchmark<\/th>\n              <th>3Yr SD<\/th>\n              <th>Bench 3Yr SD<\/th>\n              <th>Portfolios at Year End<\/th>\n              <th>Dispersion<\/th>\n              <th>Composite Assets<\/th>\n              <th>Firm Assets<\/th>\n            <\/tr>\n          <\/thead>\n          <tbody>\n            <tr>\n              <td>2025<\/td>\n              <td class=\"fgips-pos\">18.2%<\/td>\n              <td class=\"fgips-pos\">17.1%<\/td>\n              <td class=\"fgips-pos\">10.3%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$3,816,532<\/td>\n              <td>$65,282,980<\/td>\n            <\/tr>\n            <tr>\n              <td>2024<\/td>\n              <td class=\"fgips-pos\">11.5%<\/td>\n              <td class=\"fgips-pos\">10.7%<\/td>\n              <td class=\"fgips-pos\">9.4%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$4,021,785<\/td>\n              <td>$50,933,776<\/td>\n            <\/tr>\n            <tr>\n              <td>2023 (partial)<\/td>\n              <td class=\"fgips-pos\">5.2%<\/td>\n              <td class=\"fgips-pos\">5.2%<\/td>\n              <td class=\"fgips-pos\">5.9%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$1,923,279<\/td>\n              <td>$42,939,622<\/td>\n            <\/tr>\n            <tr>\n              <td>2020 (partial)<\/td>\n              <td class=\"fgips-pos\">5.5%<\/td>\n              <td class=\"fgips-pos\">4.4%<\/td>\n              <td class=\"fgips-pos\">2.4%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>0<\/td>\n              <td>N\/A<\/td>\n              <td>$673,113<\/td>\n              <td>$11,234,532<\/td>\n            <\/tr>\n            <tr>\n              <td>2019 (partial)<\/td>\n              <td class=\"fgips-pos\">8.3%<\/td>\n              <td class=\"fgips-pos\">8.3%<\/td>\n              <td class=\"fgips-pos\">6.9%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$612,669<\/td>\n              <td>$7,227,311<\/td>\n            <\/tr>\n          <\/tbody>\n        <\/table>\n      <\/div>\n\n      <p class=\"fgips-note\">\n        Note: From October 21, 2020 through November 30, 2022, there were no portfolios in the 70\/30 Composite.\n        As a result, performance is not presented for this period.\n      <\/p>\n\n      <!-- Compliance Statement -->\n      <div class=\"fgips-compliance\">\n        <h3>Compliance Statement<\/h3>\n        <p>\n          Fintegrity&reg; LLC claims compliance with the Global Investment Performance Standards (GIPS&reg;) and has\n          prepared and presented this report in compliance with the GIPS standards. Fintegrity LLC has been\n          independently verified for the periods January 22, 2019 through December 31, 2025. The verification report\n          is available upon request.\n        <\/p>\n        <p>\n          A firm that claims compliance with the GIPS standards must establish policies and procedures for\n          complying with all the applicable requirements of the GIPS standards. Verification provides assurance on\n          whether the firm&rsquo;s policies and procedures related to composite and pooled fund maintenance, as well as\n          the calculation, presentation, and distribution of performance, have been designed in compliance with the\n          GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance\n          on the accuracy of any specific performance report.\n        <\/p>\n      <\/div>\n\n      <!-- Additional Disclosures -->\n      <div class=\"fgips-disclosures\">\n        <h2>Additional Disclosures<\/h2>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Policies and Procedures:<\/span> Policies for valuing investments, calculating\n          performance, and preparing GIPS reports are available upon request.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Trademark Notice:<\/span> GIPS&reg; is a registered trademark of CFA Institute.\n          CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of\n          the content contained herein.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Fee Schedule:<\/span> Advisory fees are 1% annually on the first $1 million,\n          0.75% on the next $4 million, 0.5% on the next $5 million, and 0.25% on amounts over $10 million, paid\n          quarterly in arrears. Actual investment management fees are used in calculating net-of-fees returns.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Internal Dispersion:<\/span> Internal dispersion is calculated as the\n          asset-weighted standard deviation of annual gross returns for all portfolios included in the composite for\n          the entire year. Internal dispersion is not presented (N\/A) when there are five or fewer portfolios in the\n          composite for the full year.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Risk Measures:<\/span> The three-year annualized standard deviation measures\n          the volatility of the composite&rsquo;s gross-of-fees returns and the benchmark&rsquo;s returns over the preceding\n          36-month period. The three-year annualized standard deviation is not presented for periods when 36 monthly\n          returns are not available.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Firm Definition:<\/span> Fintegrity LLC is defined as a New Jersey-domiciled\n          registered investment adviser managing fee-paying investment advisory portfolios that are all discretionary,\n          except for one non-discretionary 401(k). The Firm managed approximately $65.3 million in assets across 24\n          client mandates as of December 31, 2025. Fintegrity is an independent firm that is not affiliated with any\n          parent organization. More information is available at\n          <a href=\"https:\/\/adviserinfo.sec.gov\/firm\/brochure\/292421\" target=\"_blank\" rel=\"noopener\"\n             style=\"color:#1B3A5C;text-decoration:underline;\">adviserinfo.sec.gov<\/a>.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">List of Composites:<\/span> A complete list and description of all firm composites\n          is available upon request.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Currency:<\/span> Performance is reported in U.S. dollars.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Valuation:<\/span> Valuations are based on daily market prices from the primary\n          custodian, Interactive Brokers.\n        <\/div>\n\n        <div class=\"fgips-disc-item\">\n          <span class=\"fgips-label\">Calculation Methodology:<\/span> Returns are calculated using a time-weighted\n          rate of return methodology. Composite returns are asset-weighted using beginning-of-period values.\n        <\/div>\n      <\/div>\n\n    <\/div>\n  <\/div>\n\n  <!-- Trademark Notice -->\n  <div class=\"fgips-trademark\">\n    GIPS&reg; is a registered trademark of the CFA Institute.\n  <\/div>\n\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Fintegrity&#8217;s Investment Results Fintegrity&reg; LLC &mdash; Composite Performance Reports 70\/30 Equity\/Fixed Income Composite Report Download All Fintegrity&#8217;s Investment Composites Download [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-10281","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>70\/30 Portfolio Investment Results | Fintegrity<\/title>\n<meta name=\"description\" content=\"Fintegrity&#039;s 70\/30 portfolios returned 17.10% in 2025 \u2014 beating the benchmark by nearly 7 points. 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