Each Stock Pro model is its own systematic strategy with its own approach to the market — different goals, different machinery. 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 | 7 ETF sleeves · multi-asset | S&P 500 | Broad U.S. market | U.S. large-cap growth |
| Holdings | ~12–14 high-conviction names + cash sleeve | Equity, bond, and real-asset ETFs + Treasury bills | Adaptive · trend leaders + breakout and rebound picks | Top 25 by ML score | 12 high-conviction names |
| Cadence | Daily review | Monthly rebalance | Adaptive · daily changes | Monthly | Daily review, weekly trades |
| Asset class | U.S. large-cap stocks | Stocks, bonds, gold, Treasury bills | U.S. stocks + Treasury bills | U.S. stocks | U.S. growth stocks |
| Cash sleeve | Yes · short-term Treasuries | Yes · short-term Treasuries | Yes · Defensive engine | No | No |
| Style | Focused stock selection | All-weather allocation | Adaptive multi-engine | ML alpha | Concentrated growth |
| Volatility | Moderate | Low–moderate | Moderate–higher | Higher | Higher |
| Best used as | Focused equity allocation | All-weather portfolio foundation | Adaptive opportunity sleeve | Long-term sleeve | Aggressive sleeve |
| Best for | Active equity investor | Long-term investors and retirees | Investor seeking the most advanced strategy | 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 high-conviction equity portfolio — a focused set of the model's strongest U.S. stock ideas, 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 portfolio — long-term growth with built-in downside discipline. No individual stock-picking.
Stock Pro Core is a professionally designed ETF portfolio built to participate in rising markets while responding systematically when conditions weaken. It combines U.S. and international stocks, bonds, gold, and interest-earning Treasury bills in one straightforward allocation — seven carefully selected equity, bond, and real-asset sleeves, rebalanced monthly using completed market data.
Every sleeve has to keep earning its place. As downside risk rises in any part of the portfolio, that sleeve is redirected into Treasury bills, so the book de-risks piece by piece rather than all at once. Because it operates on ETFs rather than individual stocks, Core gives you all-weather exposure without single-name risk. It seeks a smoother ride and smaller drawdowns than an all-equity portfolio, and it may underperform a pure equity index in strong equity markets.
Long-term investors and retirees who want a one-decision, diversified portfolio foundation with downside discipline built in. Prioritizes smoother compounding and smaller drawdowns over raw upside — and pairs naturally with Flagship or Pro+ for greater equity participation.
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 adaptive multi-engine portfolio — Stock Pro's most advanced system for finding market leaders and emerging opportunities across the S&P 500.
Pro+ combines four specialized engines — Trend, Breakout, Rebound, and Defensive — to identify established leaders, emerging breakouts, high-quality rebounds, and defensive conditions across the S&P 500. Capital follows the opportunities showing the strongest confirmed edge in the current market: core trend leaders are complemented by select breakout and rebound candidates, and the allocation adapts to the opportunities available now.
Individual stocks can earn admission on their own merits without requiring a complete portfolio regime change, and the Defensive engine can redirect capital to Treasury bills when markets deteriorate. Pro+ concentrates in individual stocks and can experience larger swings than a diversified ETF portfolio; it can also lag the index in periods when gains are concentrated in a small number of very large companies.
Investors who want Stock Pro's most advanced strategy — systematic exposure to whatever is actually leading the S&P 500, plus the emerging opportunities the single-style models miss.
Investors who want a single, static rule set — Pro+ shifts its engine mix as conditions change. Those who want multi-asset diversification in one feed (Core covers that).
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 is built as a long-term compounding strategy and is intended to be held over multi-year horizons; it can underperform the index, sometimes for extended periods. The strategy carries higher volatility than the broader market and has no defensive cash sleeve, so drawdowns can be deep.
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. This page describes how each model is constructed and how it behaves; it does not present model performance, and nothing on it should be read as a performance record or a projection. Strategies may experience higher volatility than the broader market and may underperform for extended periods. Past performance is not indicative of future results.
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.