Boosting the health of your portfolio in 2026

January 2026

Melissa Freeman

Have you tried a fresh immunity “shot” that blends turmeric, pepper, ginger and more to strengthen your energy and prevent illness? I’ve become a fan recently despite the expense and the long-time horizon I’ll have to wait to see if they really help. The few pungent sips of orange colored juice in a “dose-size” bottle that is part of a well-balanced diet reminds me of the way investing in venture capital can give you and your investment portfolio a similar boost.

A healthy investment portfolio includes a mix of stocks, bonds, cash and alternatives, depending on your age and goals. What’s healthy in your 20s is different than when you are in your 80s given your lifestyle, the legacy you want to leave, your risk tolerance and capital needs. Venture capital is not an appropriate asset class for everyone because of its higher risk level and long duration, but like a small immunity shot, it can be a meaningful part of a well-balanced portfolio because of its potential for superior “health” or returns over time.

We’re not investment advisors, but we know our investments feel good, as well. We’re investing in the next generation of growth companies that are building wealth and creating jobs. For many of our investors, Oregon Venture Fund provides the “dose” of information they are seeking about emerging technologies and discoveries that are happening in our region.

Investments in startups fuel innovation and the founders we back want to make the world a better place. VC investments are also illiquid for many years. The bulk of the returns typically materialize in years 8 to 10. At times, when companies are performing well, it can take even longer. Starting early and sticking with it for a few years is the way to maximize your potential returns since startups from various sectors are the energizers in our economy and grow rapidly. This asset class can reward you for taking a risk early in a company’s lifecycle.     

Like a juice immunity shot intended to protect you from illness by strengthening your immune system with vitamins and nutrients, venture capital investments can protect your investment portfolio against market volatility, as well. Venture capital is a form of private equity which is largely uncorrelated with the public markets. It can accelerate growth in your portfolio at a rate that is close to impossible to achieve through less risky public markets. The majority of OVF’s gains come from holding Qualified Small Business Stock which – if you reside in Oregon - is exempt from federal, state, and local taxes, effectively doubling one’s returns.

As you think about your health goals for the year, remember to spend some time thinking about your financial health, as well. Perhaps there is something new for you to try, such as investing in a local VC fund if you are an accredited investor. We know it won’t taste like juice and pepper, but it will energize you and may boost your portfolio’s overall performance.

Accredited investors are invited to invest in Oregon Venture Fund. We raise annual funds and invest in the cream of the crop startups from all sectors. Please reach out to learn whether OVF is right for you. Contact Melissa Freeman, Director, Investor Relations, Melissa@OregonVentureFund.com