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.
Free
No credit card. No catch.
- ✓Every portfolio's full performance record
- ✓Growth-of-$10K charts vs. S&P 500
- ✓Year-by-year, side-by-side returns
- ✓All backtest stats: CAGR, Sharpe, drawdown, alpha
- ✓Methodology explained in detail
Every portfolio, every trade
Or pay monthly below.
- ✓Every holding across every portfolio
- ✓Exact weights and position sizes
- ✓Per-holding investment thesis
- ✓Trade list on rebalance day, ready to copy into your brokerage
- ✓Email alerts every time a portfolio changes
- ✓Member-only commentary on each portfolio
Cancel any time. No contract. No setup fees.
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