You don't have to be a stock market guru to invest like one.
We help serious investors stop guessing and start growing. We show you what's actually working on Wall Street and how to put it to work in your portfolio.
Advising Alpha is a research and model-portfolio service for self-directed investors. Time-tested model portfolios, a weekly brief, and a simple quarterly rhythm to follow. About fifteen minutes, four times a year.
25+ years of time-tested results, fully visible. The free tier shows the entire record. Pro shows the exact holdings.
Stocks that go up have one thing in common. Big money is moving into them.
We've spent decades learning how to spot it, then turning what we find into 5 model portfolios anyone can run.
Start free. Go Pro when you want the holdings.
Free members
$0- The Sunday Brief every week: where the market sits in 75 years of history, one stock, one principle.
- Sector Alpha, our free model portfolio, with live holdings you can mirror today.
- The full 25-year track record and backtests for every portfolio, nothing hidden.
- The Market Normality Indicator and our original research, free to read.
Pro members · everything above, plus
$599/yr- The exact holdings and weights in all 5 portfolios, not just the sectors.
- Core 20, the stock-selection layer that drove most of the result in our 25-year attribution.
- Every rebalance and trade, delivered before the market opens.
- Position commentary, the Thursday Pro Weekly brief, and the member dashboard.
Start with Sector Alpha. Free.
Our free model portfolio for serious investors. The sector-allocation layer of our methodology, executed in eleven SPDR sector ETFs at the same target weights as Core 20.
Sector Alpha, live holdings
Eleven sector ETFs at Core 20 weights. Auto-updates when Core 20 rebalances. Sign-up takes 30 seconds, no card.
See Sector Alpha →The Two Layers of Alpha
Free 17-page research paper decomposing 25 years of our portfolio history into sector alpha and stock-selection alpha. No paywall.
Read the paper →Eleven sector ETFs held at Core 20's target weights. You get the framework's positioning without picking individual stocks. Free for any signed-in member.
The twenty individual stocks inside that framework. In our 25-year attribution, the stock-selection layer added the majority of the result on top of the sector layer.
Same framework, two layers. Start free with the sectors, then add the stock-selection layer when you go Pro. All figures are backtested →
The numbers speak for themselves
Real time-tested results. Real holdings. Click any portfolio to see the full record.
All figures are backtested → · benchmark: S&P 500 TR
What 25 years of discipline did with $10,000.
Same starting amount, same period. The difference is the method.
Time-tested through the dot-com bust, the GFC, the 2020 crash, the rate-hike cycle, and the AI rally. Same methodology, same discipline, five completely different markets.
May 2001 – May 2026 · benchmark: S&P 500 Total Return · data as of May 20, 2026 · How we calculated this →
Hypothetical, backtested performance based on the methodology applied to historical data. Members who execute the same trades may not achieve the same results due to timing, fees, taxes, and individual circumstances. Past performance does not guarantee future results.
How it works
The whole job is about fifteen minutes, four times a year. This is a framework to follow, not a screen to watch.
Follow the framework
Most members build on Core 20, the foundation. Specialty portfolios are optional sleeves you can add later. One framework with several implementations, not a menu of bets to choose between.
Act four times a year
We rebalance quarterly. You get the updated holdings before the market opens and mirror them in your own brokerage. You could rebalance once a year and still benefit; quarterly is simply more efficient.
Stay disciplined through the cycle
The edge is the process, held through the good years and the hard ones. We handle the research and the signals. The Sunday Brief keeps you steady when the headlines get loud.
Two ways to start. Both calm.
Join free for the Sunday Brief and our Market Normality Indicator. Subscribe to Pro when you want the actual holdings.