Every Stock Pro model shares the same infrastructure — Alpha Vantage data, walk-forward-validated machine learning, regime classification, daily review — but each serves a distinct investor need. They're designed to be combined, not ranked.
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 | PlusSubscription | OpportunitiesPrivate Client | EdgePrivate Client | |
|---|---|---|---|---|---|
| Universe | S&P 100 | 12 ETFs · multi-asset | S&P 500 | S&P 500 | Nasdaq-100 |
| Holdings | Active equity selection + cash sleeve | All 12 ETFs, weighted | 15–25 names + cash sleeve | Top 25 by ML score | 12 high-conviction names |
| Cadence | Daily review | Daily review | 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 | Low–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 familiar-names portfolio — disciplined, regime-aware allocation across the largest companies in America.
Stock Pro Flagship picks from the S&P 100 — the 100 most-recognized large-cap U.S. companies. Rather than buying the whole index, it actively selects names based on a regime-aware machine-learning model and adjusts position sizing daily.
When market conditions deteriorate, the model dials back equity exposure and parks capital in short-term Treasuries — which is why a meaningful cash sleeve often appears in the holdings list. The strategy aims to participate in market strength while absorbing drawdowns through its cash buffer; it may underperform a pure index in strong, narrow rallies.
Investors who want active management of a familiar large-cap portfolio. Names they recognize, framed by a model that shifts to defense when warranted.
Pure passive investors (an index fund is cheaper). Investors looking for small-cap or growth-tilt exposure — other sleeves cover that.
Available via the Stock Pro Flagship subscription at $87/month. Also a building block in Private Client Portfolios.
The all-weather ETF rotation — multi-asset diversification managed daily, no individual stock-picking.
Stock Pro Core is built on 12 broad-market ETFs spanning U.S. stocks (large, mid, and small cap), international stocks, bonds, gold, silver, and bitcoin. The model classifies the market regime and rotates weights across these ETFs to lean into what's working and dial back what isn't.
Because it operates on ETFs rather than individual stocks, Core gives clients true single-line all-weather exposure without taking single-name risk. The strategy may underperform a pure equity benchmark in strong equity markets — diversification is the point, not a bug.
Investors who want a one-decision, diversified core allocation across multiple asset classes. Lower volatility than equity-only strategies because of the bond, gold, and cash components.
Investors who want concentrated single-stock exposure, or those who already have their own ETF allocation in place.
Available via the Stock Pro Core subscription at $77/month. Also a building block in Private Client Portfolios.
The multi-engine tactical model — broad-universe stock selection that adapts engine mix to the market environment.
Stock Pro+ ranks the entire S&P 500 daily and constructs a portfolio by blending four distinct sub-strategies — a trend engine, a breakout engine, a pullback engine, and a defensive engine. The blend isn't fixed.
The model shifts the engine mix based on the current regime. In a constructive tape, more weight goes to trend and breakout. In a deteriorating tape, the defensive engine 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+ subscription at $97/month. Also a building block in Private Client Portfolios.
Active alpha across the entire S&P 500 — 25 names, monthly rebalance, long-term capital appreciation focus.
Stock Pro Opportunities scans the full S&P 500 and assembles a portfolio of the 25 names ranked highest by a machine-learning alpha model. Position sizing is disciplined — no single name above 7%, no sector above 40%, semis capped at 35% — so clients get the model's best ideas without the concentration risk of betting the farm on three 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 go 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. Clients whose only exposure is this strategy — it's a sleeve, not a standalone allocation. Short-term capital.
Available exclusively to Stock Pro Private Client Portfolios as a long-horizon sleeve, deployed alongside a more diversified core allocation.
The aggressive growth sleeve — 12 concentrated picks from the Nasdaq-100, weekly rebalance, built for growth-tilted portfolios.
Stock Pro Edge picks 12 high-conviction names from the Nasdaq-100 — the most growth- and tech-oriented major U.S. index. 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. Best deployed as a tactical sleeve alongside a more diversified core allocation. Carries higher annualized volatility than the broader market and has no defensive cash sleeve.
Growth-oriented investors who want a concentrated tactical sleeve and can accept higher volatility in exchange for higher upside. Pairs well with Core, Flagship, or Opportunities as the aggressive component.
Investors needing recognizable defensives or diversification. Clients whose only exposure would be Edge — it's a sleeve, not a standalone portfolio.
Available exclusively to Stock Pro Private Client Portfolios as a tactical growth sleeve, deployed alongside a more diversified core allocation.
Get one of three Stock Pro models 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, engine 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.