Compare every Advising Alpha portfolio
Side by side metrics for the diversified Pro portfolios and the specialty sleeves. Use this to decide which fits your situation before subscribing.
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.
| Portfolio | CAGR | Alpha | Sharpe | Max DD | Holdings | Inception |
|---|---|---|---|---|---|---|
Flagship Core 20 | 13.13% | +3.81% | 0.83 | -44.3% | 20 | 2001-05 |
Aggressive Growth Market Masters | 17.35% | +5.96% | 0.76 | -55.8% | 20 | 2007-08 |
Enhanced Manager Strategy Tepper Tactical | 18.27% | +8.95% | 0.64 | -60.7% | 25 | 2001-05 |
Momentum Apex Momentum | 21.19% | +6.46% | 1.03 | -34.1% | 10 | 2010-05 |
Specialty / Sector BioTech 10 | 17.02% | +6.77% | 0.36 | -71.3% | 10 | 2002-02 |
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.
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.
Investors who want concentrated, high conviction exposure with active risk management. The highest conviction portfolio; volatility runs higher than Core 20.
Investors who want maximum growth and can stomach the swings. Apex holds the ten strongest momentum names from across our core models, so it runs hotter than everything else here: higher returns, deeper drawdowns, more concentration. Best as a growth sleeve alongside a diversified core, not your only holding. Its holdings are ranked by momentum, so the top five are the most concentrated way to tilt.
A specialty sleeve of 5 to 10 percent, for experienced investors who already hold a core portfolio. Higher volatility, higher upside potential, and a longer time horizon required. It belongs alongside a core portfolio, never held on its own.
Portfolio inception – present · benchmark: S&P 500 Total Return · data as of Aug 21, 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?
One Pro subscription unlocks every holding in every diversified portfolio plus the specialty sleeves.