Each Stock Pro model is its own ML strategy with its own approach to the market — different goals, different machinery, all reviewed daily. Designed to combine cleanly, not to be ranked against each other.
Different investors need different tools. A long-horizon compounder doesn't need the same strategy as someone seeking an all-weather core. The Stock Pro lineup is purpose-built across that spectrum — and each model is designed to combine cleanly with the others.
| FlagshipSubscription | CoreSubscription | Pro+Subscription | OpportunitiesSubscription | EdgeSubscription | |
|---|---|---|---|---|---|
| Universe | U.S. large-caps | 11 ETFs · multi-asset | Broad U.S. market | Broad U.S. market | U.S. large-cap growth |
| Holdings | Active equity selection + cash sleeve | Uptrending ETFs + Treasuries | 15–25 names + cash sleeve | Top 25 by ML score | 12 high-conviction names |
| Cadence | Daily review | Monthly rebalance | Daily review | Monthly | Daily review, weekly trades |
| Asset class | U.S. large-cap stocks | Stocks, bonds, gold, silver, crypto | U.S. stocks | U.S. stocks | U.S. growth stocks |
| Cash sleeve | Yes · short-term Treasuries | Yes · short-term Treasuries | Yes · short-term Treasuries | No | No |
| Style | Active large-cap | All-weather rotation | Multi-engine tactical | ML alpha | Concentrated growth |
| Volatility | Moderate | Low–moderate | Moderate | Higher | Higher |
| Best used as | Core large-cap allocation | Single-line all-weather core | Tactical core | Long-term sleeve | Aggressive sleeve |
| Best for | Familiar-names investor | One-decision investor | Sophisticated investor | Long-horizon compounder | Growth-tilted investor |
| Time horizon | Any | Any | Any | 3+ years | 1+ years |
All allocations and risk descriptions are illustrative · actual portfolios are managed daily and may differ
The Market Leaders portfolio — the largest companies in America, owned only while they're actually leading.
Same picker for every subscriber. Same rules for every rebalance. Validated across 54 monthly rebalances over 4.5 years.
Stock Pro Flagship picks from the most recognizable large-cap U.S. companies — the household names. Rather than buying the whole index, it holds only the names in a proven uptrend: a stock must show strength across four independent time horizons to earn a place — no name gets in on a single-window fluke. Position sizes are then set to keep the portfolio balanced, with firm limits on how much any single company or sector can take up.
Defense comes from what the strategy refuses to hold. When fewer names qualify, it doesn't force money into weaker ones — the remainder simply sits in short-term Treasuries until more leaders emerge. And if the portfolio falls well behind the market between its monthly updates, an extra catch-up rebalance kicks in. Flagship is designed to win over full market cycles; it can lag the index during short rallies led by just a few stocks that haven't yet proven their trend.
Investors who want to own the market's leading household names under clear, consistent rules — no chasing hot stocks, no averaging down into names that have stopped working.
Pure passive investors (an index fund is cheaper). Investors seeking small-cap or growth-tilt exposure (other sleeves cover that). Investors who want to be fully in stocks at all times, no matter what individual names are doing.
Available via the Stock Pro Flagship subscription at $199/month, or $1,990/year. 7-day free trial. Also a building block in Private Client Portfolios.
The all-weather ETF rotation — multi-asset diversification with a defensive discipline. No individual stock-picking.
Stock Pro Core is built on 11 broad-market ETFs spanning U.S. equities (large-, mid-, small-cap, and Nasdaq), international stocks, bonds (long and intermediate), gold, silver, bitcoin, and short-term Treasuries. At each rebalance, the model holds only the ETFs currently in confirmed uptrends across four independent time horizons — the rest of the book sits in short-term Treasuries until more assets confirm.
Because it operates on ETFs rather than individual stocks, Core gives you true single-line all-weather exposure without single-name risk. Over the 5-year validation window, this discipline delivered roughly half the max drawdown of SPY and outperformed a 60/40 benchmark by ~40 percentage points cumulatively. The strategy may underperform a pure equity index in strong equity markets — smoother compounding and drawdown protection are the point, not raw upside.
Investors who want a one-decision, diversified core allocation across multiple asset classes. Prioritizes drawdown protection and smoother compounding over raw upside — a defensive spine for a broader plan.
Investors who want concentrated single-stock exposure (other sleeves cover that). Investors who require capital always-invested at target equity levels regardless of what's confirming. Investors who already have their own diversified ETF allocation in place.
Available via the Stock Pro Core subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
The multi-strategy tactical model — broad-market stock selection that adapts the strategy mix to the market environment.
Pro+ ranks the broad U.S. equity market daily and constructs a portfolio by blending four distinct strategies — momentum, breakouts, pullbacks, and defense. The blend isn't fixed.
The model shifts the strategy mix based on the current regime. In a constructive tape, more weight goes to momentum and breakouts. In a deteriorating tape, the defensive sleeve takes over. This is the most computationally sophisticated strategy in the lineup — and the one most likely to look meaningfully different week-to-week.
Sophisticated investors who want a strategy that thinks — one that reads the market environment and shifts posture rather than running the same book every day. The top-of-line tactical product.
Investors who want a single-style strategy (momentum-only, value-only). Those who find frequent rebalancing distracting.
Available via the Stock Pro Pro+ subscription at $349/month, or $3,490/year. 7-day free trial. Also a building block in Private Client Portfolios.
Active alpha across the broad U.S. market — 25 names, monthly rebalance, long-term capital appreciation focus.
Stock Pro Opportunities scans the broad U.S. equity market and assembles a portfolio of the 25 names ranked highest by an ML alpha model. Position sizing is disciplined — no single name above 7%, no sector above 40% — so subscribers get the model's best ideas without the concentration risk of betting the farm on a handful of names.
The strategy rebalances monthly rather than daily, giving signals time to develop and keeping trading costs low. It's a long-term compounding strategy designed to outperform the index over multi-year horizons. It can — and does — underperform in shorter windows. The strategy carries higher annualized volatility than the broader market and has no defensive cash sleeve; longer horizons come with deeper drawdowns.
Investors with a long horizon (3+ years) who want active alpha across the broader market and can tolerate equity-style drawdowns in exchange for compounding upside.
Investors needing a smooth ride. Investors who can't tolerate equity-style drawdowns. Short-term capital.
Available via the Stock Pro Opportunities subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
The aggressive growth sleeve — 12 concentrated picks from large-cap U.S. growth names, weekly rebalance, built for growth-tilted portfolios.
Stock Pro Edge picks 12 high-conviction names from the leading U.S. tech and growth universe. The model uses momentum and growth-factor signals to build a concentrated portfolio, with each holding capped at 18% — high enough to express real conviction, low enough to prevent single-name catastrophe.
The strategy reviews positions daily and rebalances weekly when the signal materially shifts, with a built-in threshold to avoid pointless trading. It's a concentrated growth allocation built for investors who want focused upside; carries higher annualized volatility than the broader market and has no defensive cash sleeve.
Growth-oriented investors who want a concentrated, ML-driven equity allocation and can accept higher volatility in exchange for higher upside. Runs as an independent subscription and combines cleanly with any other Stock Pro plan.
Investors needing recognizable defensives or broad diversification. Investors who can't tolerate concentrated, growth-tilted drawdowns.
Available via the Stock Pro Edge subscription at $99/month, or $990/year. 7-day free trial. Also a building block in Private Client Portfolios.
Pick one Stock Pro model — or stack several — delivered as research. Daily signals you act on yourself in your own brokerage account. Cancel any time. Educational use only.
Stock Pro builds, executes, and rebalances a custom portfolio for you — combining the five models into a blend that fits your goals, horizon, and tax situation. Includes Opportunities and Edge.
Algorithmic strategy. Past performance is not indicative of future results. Strategies may experience higher volatility than the broader market. Backtest universe reflects current index membership; results include survivorship bias.
All allocations, strategy mixes, and risk profiles shown on this page are illustrative; actual portfolios are managed daily and may differ. Star ratings, where shown, reflect the model's conviction independent of position size — not relative ranking. Strategies may underperform the index in some windows.
Stock Pro Subscriptions are educational research products and do not constitute personalized investment advice. Stock Pro Private Client Portfolios is a discretionary advisory service offered by Stock Pro, a Registered Investment Adviser in the State of Washington. Specific model parameters, caps, and access tiers are subject to change.
Subscribe to access them directly, or become a Private Client to deploy them as a custom blend.