The portfolios. The holdings. The trades.
One subscription. Every portfolio. No contract. Cancel any time.
Decades of investment research, distilled into model portfolios you can act on today. Whether you manage your own account or your clients', Pro gives you the holdings, the trades, and the conviction.
Compounding at 14.7% a year vs the broad market at ~7%. Time has been doing the heavy lifting.
May 2001 – April 2026 · benchmark: S&P 500 Total Return · data as of Apr 23, 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.
Hedge fund clients typically pay $20,000+ a year for similar institutional research. Advising Alpha publishes the same caliber of work for individual investors at a fraction of that price.
Free
No credit card. No catch.
- ✓Sector Alpha — our free model portfolio (11 sector ETFs at Core 20 weights)
- ✓The Two Layers of Alpha — free 17-page research paper
- ✓Every portfolio's full performance record and backtest stats
- ✓Growth-of-$10K charts and year-by-year returns vs. S&P 500
- ✓Methodology explained in full detail
Every portfolio, every trade
Billed annually at $599/year.
Your rate is locked. Renew on time, every year, and your price never goes up.
- ✓74+ stock picks across 4 model portfolios, refreshed every quarter
- ✓Every weight, every position size, every rebalance — no guesswork
- ✓A short investment thesis on every single holding
- ✓Trade list emailed the day each portfolio rebalances, copy-paste ready
- ✓Pro Weekly Brief every Saturday with portfolio commentary
- ✓Stock & Portfolio Normality Indicators on every position
14-day money-back guarantee, no questions asked
Annual subscription. Cancel any time before renewal. No setup fees.
Free covers the first layer of alpha. Pro covers the second.
Brinson-Hood-Beebower attribution of 25 years of our portfolio history shows two distinct sources of alpha. Each earns its keep. Together, they compound into outcomes that look very different from passive index investing.
Sector allocation
The eleven SPDR sector ETFs, weighted to match Core 20. In our 25-year backtest, Core 20’s sector mirror beat the S&P 500 by 355 percentage points. Available in Sector Alpha, our free model portfolio.
Stock selection
The actual stocks held inside each sector. In the same 25-year backtest, the stock-selection layer added another 1,544 percentage points on top of Core 20’s sector tilts.
What you walk away with
Pro is built to give you three things on day one, and to keep delivering them every quarter the markets are open.
4 complete strategies, ready to run
Each portfolio is an original model with a 20-plus year backtest and a clearly defined philosophy. You pick the one that fits your goals, or run several side by side.
Every position, every weight, every trade
See exactly what each portfolio owns and why. The moment a portfolio rebalances we send you the new trades by email so you can act on the same day we do.
A short thesis on every holding
Each position comes with a brief investment thesis: the role it plays, what could go right, and what could change. No black boxes. You always know why a stock is in the portfolio.
Pro members include self-directed investors building their own portfolios, professional advisors looking for a research edge for their clients, and family-office teams that want a steady stream of vetted ideas. Use it however serves you.
Common questions
If you've thought about it, the answer's probably below. If not, the email at the bottom works.
Ready to see what's inside?
Start free, look around, decide if Pro is worth the upgrade.
Questions? support@advisingalpha.com