{"id":10295,"date":"2026-03-23T23:07:56","date_gmt":"2026-03-23T23:07:56","guid":{"rendered":"https:\/\/fintegrity.com\/?page_id=10295"},"modified":"2026-04-24T22:33:42","modified_gmt":"2026-04-24T22:33:42","slug":"50-50-equity-fixed-income-composite-report","status":"publish","type":"page","link":"https:\/\/fintegrity.com\/?page_id=10295","title":{"rendered":"50\/50 Equity\/Fixed Income Composite Report"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"10295\" class=\"elementor elementor-10295\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52c4ae3 e-con-full e-flex e-con e-parent\" data-id=\"52c4ae3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5e21603 elementor-widget elementor-widget-html\" data-id=\"5e21603\" 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  .fgips-wrap { font-family: 'Source Sans 3', 'Segoe UI', -apple-system, BlinkMacSystemFont, Roboto, sans-serif; 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}\n  .fgips-pos { color: #1B7A3D; font-weight: 600; }\n  .fgips-neg { color: #c0392b; font-weight: 600; }\n  .fgips-compliance { background: #fff; border: 1px solid #dee2e6; border-left: 4px solid #1B3A5C; border-radius: 0 8px 8px 0; padding: 24px; margin: 32px 0; }\n  .fgips-compliance h3 { font-family: 'Playfair Display', Georgia, serif; font-size: 1.1rem; color: #1B3A5C; margin: 0 0 12px 0; padding: 0; }\n  .fgips-compliance p { font-size: 0.85rem; line-height: 1.65; color: #333; margin: 0 0 10px 0; }\n  .fgips-disclosures { background: #f5f7f9; border: 1px solid #dee2e6; border-radius: 8px; padding: 28px 24px; margin-top: 32px; }\n  .fgips-disclosures h2 { font-family: 'Playfair Display', Georgia, serif; font-size: 1.3rem; color: #1B3A5C; margin: 0 0 20px 0; padding: 0 0 10px 0; border-bottom: 2px solid #C49A3C; }\n  .fgips-disc-item { margin-bottom: 14px; font-size: 0.85rem; line-height: 1.65; color: #333; padding-left: 28px; position: relative; }\n  .fgips-disc-item::before { content: ''; position: absolute; left: 8px; top: 8px; width: 6px; height: 6px; background: #C49A3C; border-radius: 50%; }\n  .fgips-trademark { text-align: center; padding: 24px 40px; font-size: 0.82rem; color: #6b7280; border-top: 1px solid #dee2e6; margin-top: 32px; }\n  @media (max-width: 768px) {\n    .fgips-hero { padding: 40px 0 30px; }\n    .fgips-hero h1 { font-size: 27px; }\n    .fgips-container { padding: 24px 20px; }\n    .fgips-text,\n    .fgips-compliance p,\n    .fgips-disc-item{\n        font-size: 15px;\n    }\n    .fgips-section > h2{\n        font-size: 22px;\n    }\n  }\n  @media (max-width: 544px) {\n    .fgips-container { padding: 20px 16px; }\n    .fgips-table thead th, .fgips-table tbody td { padding: 6px 8px; }\n  }\n<\/style>\n\n<div class=\"fgips-wrap\">\n\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>50\/50 Equity\/Fixed Income Composite Report<\/h2>\n\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      <h3 class=\"fgips-section-title\">Composite Description<\/h3>\n      <p class=\"fgips-text\">\n        The 50\/50 Composite includes all discretionary, fee-paying portfolios with a target allocation of\n        50% equities and 50% fixed income as specified in the client&rsquo;s investment policy statement. The composite\n        seeks equal 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        This balanced allocation emphasizes capital preservation with moderate growth potential. Portfolios primarily\n        invest in individual securities rather than pooled investment vehicles. The strategy does not currently\n        and has not used exchange-traded derivatives (e.g., index options or futures), leverage or short positions.\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Composite Creation Date:<\/span> November 1, 2019\n      <\/p>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Material Risks:<\/span> This composite maintains lower volatility through\n        equal equity and fixed-income exposure but remains subject to market risks. The 50% fixed-income\n        allocation provides substantial downside protection but cannot eliminate losses during severe market\n        stress. During the financial crisis of 2007&ndash;2009, this benchmark declined by approximately 29.7%\n        before recovering. Concentrated positions in individual stocks increase security-specific risk. Interest\n        rate risk significantly affects portfolio value, with the substantial bond allocation declining when rates\n        rise. Credit risk exists if bond issuers experience financial difficulty. Lower equity allocation reduces\n        long-term growth potential and may lag inflation over extended periods. Suitable for conservative investors\n        prioritizing capital preservation with modest growth.\n      <\/p>\n\n      <h3 class=\"fgips-section-title\">Benchmark Description<\/h3>\n      <p class=\"fgips-text\">\n        <span class=\"fgips-label\">Custom Benchmark Name:<\/span> 50\/50 RSP\/AGG\n      <\/p>\n      <p class=\"fgips-text\">\n        The benchmark for the 50\/50 Composite is a custom benchmark that consists of 50% allocation to the\n        Invesco S&amp;P 500 Equal Weight ETF (RSP) and 50% 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. 50% Invesco S&amp;P 500 Equal Weight ETF (RSP) &ndash; provides large-cap U.S. equity exposure with equal weighting<br>\n        2. 50% 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 50%\/50% 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 0.115%.\n      <\/p>\n\n      <h3 class=\"fgips-section-title\">Performance Results<\/h3>\n\n      <div class=\"fgips-table-wrap\">\n        <table class=\"fgips-table\">\n          <caption>50\/50 Composite Annual Performance (Inception: November 1, 2019)<\/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\">13.2%<\/td>\n              <td class=\"fgips-pos\">12.2%<\/td>\n              <td class=\"fgips-pos\">9.6%<\/td>\n              <td>8.0%<\/td>\n              <td>9.2%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$5,329,461<\/td>\n              <td>$65,282,980<\/td>\n            <\/tr>\n            <tr>\n              <td>2024<\/td>\n              <td class=\"fgips-pos\">8.0%<\/td>\n              <td class=\"fgips-pos\">7.1%<\/td>\n              <td class=\"fgips-pos\">7.1%<\/td>\n              <td>11.8%<\/td>\n              <td>12.4%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$2,518,633<\/td>\n              <td>$50,933,776<\/td>\n            <\/tr>\n            <tr>\n              <td>2023<\/td>\n              <td class=\"fgips-pos\">13.1%<\/td>\n              <td class=\"fgips-pos\">12.0%<\/td>\n              <td class=\"fgips-pos\">9.9%<\/td>\n              <td>11.8%<\/td>\n              <td>11.8%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$2,237,759<\/td>\n              <td>$42,939,622<\/td>\n            <\/tr>\n            <tr>\n              <td>2022<\/td>\n              <td class=\"fgips-neg\">&minus;10.2%<\/td>\n              <td class=\"fgips-neg\">&minus;11.1%<\/td>\n              <td class=\"fgips-neg\">&minus;11.8%<\/td>\n              <td>13.9%<\/td>\n              <td>12.9%<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$2,059,223<\/td>\n              <td>$32,128,070<\/td>\n            <\/tr>\n            <tr>\n              <td>2021<\/td>\n              <td class=\"fgips-pos\">14.5%<\/td>\n              <td class=\"fgips-pos\">13.4%<\/td>\n              <td class=\"fgips-pos\">13.1%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$2,332,446<\/td>\n              <td>$25,074,037<\/td>\n            <\/tr>\n            <tr>\n              <td>2020<\/td>\n              <td class=\"fgips-pos\">10.8%<\/td>\n              <td class=\"fgips-pos\">9.8%<\/td>\n              <td class=\"fgips-pos\">12.1%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$2,091,087<\/td>\n              <td>$12,624,118<\/td>\n            <\/tr>\n            <tr>\n              <td>2019 (partial)<\/td>\n              <td class=\"fgips-pos\">4.4%<\/td>\n              <td class=\"fgips-pos\">4.4%<\/td>\n              <td class=\"fgips-pos\">3.0%<\/td>\n              <td>&ndash;<\/td>\n              <td>&ndash;<\/td>\n              <td>1<\/td>\n              <td>N\/A<\/td>\n              <td>$1,896,921<\/td>\n              <td>$7,227,311<\/td>\n            <\/tr>\n          <\/tbody>\n        <\/table>\n      <\/div>\n\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      <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  <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<\/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 50\/50 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-10295","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>50\/50 Portfolio Investment Results | Fintegrity<\/title>\n<meta name=\"description\" content=\"Fintegrity&#039;s balanced 50\/50 portfolios have beaten the benchmark across every time period measured. 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