Strategies for every investor profile.

Auto-rebalanced equal-weight basket of every active long and short fundamental price target from the desk.

Concentrated equity exposure to compounders with durable growth runways. Built for investors with a 5+ year horizon.

Speculative level exposure to companies involved in the development of, implementation of, or usage of artificial intelligence. Not suitable for all investors.

High-conviction concentration in our five highest-ranked names. Selections are determined using fundamental analysis of sector trends, corporate financials, and recent price movement. For investors comfortable with idiosyncratic risk.

High-conviction concentration in our ten highest-ranked names. Selections are determined using fundamental analysis of sector trends, corporate financials, and recent price movement. For investors comfortable with idiosyncratic risk.

High-conviction concentration in equities determined to have explosive return potential, as measured by revenue and profit growth, sector expansion, and price movement. For investors comfortable with idiosyncratic risk.

Broad selection of companies operating in the information technology sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the IT sector's direction.

Yield-focused allocation across dividend paying equities for reliable cash flow retaining exposure to equity upside.

A large swath of publicly traded equities with strong financials, designed to closely track the S&P 500. The portfolio is not designed to outperform significantly, but rather provide a solution for the rapidly emerging problem of index concentration.

Broad selection of Real Estate Investment Trusts (REITs) as well as homebuilders, mortgage lenders, or other companies operating in the real estate space. This portfolio targets a sizable dividend yield relative to the S&P 500, allowing investors to be exposed to upside with reduced volatility.

Broad selection of equities priced at a fair valuation as determined by cash flow, income statements analysis, and balance sheet strength. Designed to minimize market risk, this portfolio targets a low correlation to the S&P 500, as measured by Beta.

Broad selection of companies operating in the energy sector. Extremely exposed to sector concentration risk, and designed for investors wishing to speculate on the energy sector's direction.