Portfolio comparison

Compare every Advising Alpha portfolio

Side-by-side metrics for our free Sector Alpha model, the four diversified Pro portfolios, and the specialty sleeves. Use this to decide which fits your situation before signing up.

Not sure where to start? Core 20is the default. Strong returns with the smoothest ride. The one we'd pick if we could only pick one.

Sector ETF model · Free

Best for: Investors who want the sector-allocation layer of the methodology without committing to active equity selection. Free for all signed-in members. Lower expected return than Core 20 but lower implementation friction.

Best for: Default starting point. Strong long-run returns with the smoothest ride of the diversified portfolios. The one we'd pick if we could only pick one.

Best for: Investors who want institutional-flow exposure with the thematic concentration that comes with it. Higher returns than Core 20 in the right cycles, more cyclical drawdowns.

Enhanced Manager Strategy

Best for: Investors who want concentrated, high-conviction exposure with active risk management. The highest-conviction portfolio; volatility runs higher than Core 20.

Portfolio	CAGR	Alpha	Sharpe	Max DD	Holdings	Inception
Sector ETF model · Free Sector Alpha	9.2%	+2.2%	0.55	-52%	8	2001-05
Flagship Core 20	14.7%	+2.2%	0.78	-34.2%	20	2001-05
Aggressive Growth Market Masters	17.6%	+5.1%	0.81	-53.4%	19	2007-08
Enhanced Manager Strategy Tepper Tactical	18.1%	+7%	0.63	-60.7%	25	2001-05
Specialty / Sector BioTech 10	16.08%	+3.7%	0.341	-71.3%	10	2002-02

Max drawdown bands (for context)

Moderate< 30%

Elevated30 to 45%

High45 to 60%

Very high> 60%

Best for

Sector Alpha

High risk

Investors who want the sector-allocation layer of the methodology without committing to active equity selection. Free for all signed-in members. Lower expected return than Core 20 but lower implementation friction.

Core 20

Elevated risk

Default starting point. Strong long-run returns with the smoothest ride of the diversified portfolios. The one we'd pick if we could only pick one.

Market Masters

High risk

Investors who want institutional-flow exposure with the thematic concentration that comes with it. Higher returns than Core 20 in the right cycles, more cyclical drawdowns.

Tepper Tactical

Very high risk

Investors who want concentrated, high-conviction exposure with active risk management. The highest-conviction portfolio; volatility runs higher than Core 20.

BioTech 10

Very high risk

Portfolio inception – present · benchmark: S&P 500 Total Return · data as of May 12, 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.

Ready to pick one?

Pro membership unlocks every holding in every diversified portfolio plus the specialty sleeves. Sector Alpha is free for signed-in members.

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