As we take down the calendar for the year 2025, our year-end performance calculations on our proprietary portfolio models have come to a finish line.

Investors in the Mainsail Equity Portfolio Model earned a 37.35% return for the year.

Investors in the Regatta Strategic Option Portfolio Model earned a 27.19% return for the year by trading option contracts on the positions in the Mainsail Equity Model.

The Nordhavn Growing Income Portfolio Model grew by 11.2% by allocating 30% in the Mainsail Equity Model and 70% in bonds. Year-end rebalancing gave Nordhavn investors an income base increase of 10.09% which translates to a 10.09% pay raise (net of fees) effective January 2026.

There is no financial incentive for our firm to offer these proprietary investment models, and frankly, it would be a lot less work to skip it altogether and just offer you the same portfolio models that are available at other firms. But I’ve studied those models, and I’ve found positions in them that I fundamentally disagree with owning. I won’t invest my clients’ money in anything I wouldn’t invest my own money in. They’re not all bad – I agree with most of what the other analysts see potential in. But even one risky position in a portfolio is one too many. Sometimes the best way to grow your money is not to lose it.  

We pick stocks we’ve thoroughly researched and have full confidence in. When we know we’re holding a portfolio of good stocks, we don’t need to chase other exciting stocks for fear of missing out. There are plenty of exciting stocks that we’re politely saying no thank you to, no matter how fast other investors scramble to buy up shares. If it doesn’t meet our strict criteria, we pass on it. It’s that strict criteria that keeps our portfolios performing to our high standards.

We design investment portfolios we believe in based on our own trusted research. While these portfolio models are exclusive to Northshore Wealth Management, they are by no means the only investment strategies or products available here. As a fiduciary investment firm, our robust platform manages a wide scope of investment allocations and strategies, all for the same standardized fee.  We recommend what we have the most trust and confidence in, not what will generate the most fees, because the fees here are always the same, no matter what you invest in.

Our valued clients have seen recent trade notifications in their inboxes as we’ve wrapped up year-end portfolio rebalancing. Our ongoing market research led us to only make minor changes to the Mainsail Equity Model as we head into 2026. We look forward to another year of working hard to uphold these high investment standards and focus on what matters most – our clients’ portfolios. At Northshore Wealth Management, your portfolio is our priority.