How We Build Portfolios
We study what the world's best stock pickers actually buy. Then we build portfolios you can follow. Here's how it works.
The Approach
Follow the Smart Money
The best stock pickers in the world spend millions on research before making a single trade. Their highest-conviction positions — the stocks they're putting real money behind — tell you more than any analyst report or cable news segment ever will. We track what they actually buy, not what they say.
Public Data, Rigorous Research
Everything we do is grounded in publicly available filings. No insider information, no black boxes. Just thorough, disciplined analysis of data that's available to anyone — but that most people don't have the time or tools to study properly.
Rules Over Gut Feelings
Every portfolio follows clear, pre-defined rules. We don't make emotional trades or chase headlines. When multiple top stock pickers agree on the same name, that's a signal worth paying attention to. We build portfolios around those conviction signals.
The Process
Research
We start with over 3,000 stocks and study what the best investors in the world are buying. Not just what they own — where they're adding, where they're cutting, and where conviction is highest.
Filter
Most stocks don't make the cut. We narrow thousands down to a few dozen names where the best stock pickers show genuine agreement. When multiple legendary investors are buying the same stock, that's worth paying attention to.
Build
We construct equal-weighted portfolios from our top picks. Simple, clean, and easy to replicate in any brokerage account. No complicated position sizing or exotic instruments.
Monitor
We continuously track how the best investors are adjusting their positions. If conviction shifts, we want to know about it before the next rebalance.
Rebalance
Every quarter, we update the portfolios based on the latest data. We use a sell buffer to avoid unnecessary turnover — we only make changes when they matter.
Our Portfolios
No single portfolio fits every investor — just like no single pair of shoes fits every occasion. We build different portfolios for different goals.
Core 20
Flagship
Our flagship portfolio and the one we'd recommend if you could only pick one. Twenty well-researched stocks built to deliver strong returns with a smoother ride. Lower drawdowns and less volatility make this ideal for investors who want to sleep at night.
Market Masters
Aggressive Growth
High-conviction picks from the best-performing stock pickers in the world. Higher expected returns, but a bumpier ride. Built for growth-oriented investors who can handle more volatility and have a longer time horizon.
Tepper Tactical
Enhanced Manager Strategy
Built around the holdings of one of the most legendary investors alive, enhanced with tactical risk management to smooth the ride. Maximum upside potential for investors who want concentrated exposure to a proven guru's best ideas.
Backtesting & Validation
Tested Through Real Market Cycles
We don't just backtest over the good years. Our portfolios are validated across decades of real market history — including the 2008 financial crisis, the 2020 pandemic crash, rising-rate environments, and the 2022 bear market. If a strategy can't survive the bad times, it's not worth following in the good times.
Honest Numbers
We show you the drawdowns, not just the returns. Every portfolio page includes max drawdown, beta, and risk-adjusted metrics like Sharpe and Sortino ratios. You deserve to see the full picture before putting real money to work.
Realistic Assumptions
Our backtests account for transaction costs and the realities of rebalancing. We don't assume perfect execution or zero friction. The numbers you see are as close to what you'd actually experience as we can make them.
What We Don't Do
No Market Timing
We don't try to predict where the market is headed next week. We stay invested and rebalance with discipline.
No Leverage
Our portfolios are 100% stocks. No margin, no shorts, no complex derivatives. Just straightforward ownership.
No Options
We stick to buying and holding good stocks. No hedging overlays, no options strategies, no unnecessary complexity.
No Day Trading
Quarterly rebalances keep trading minimal and tax-efficient. We're building long-term wealth, not chasing daily moves.
The Sell Buffer
Not every small ranking change means we should sell. If a stock drops a few spots in our research but hasn't fundamentally changed, we hold it. This "sell buffer" prevents us from churning the portfolio over minor noise.
The result: lower transaction costs, less tax drag, and a more stable portfolio. We only sell when conviction truly drops — not when a stock moves from position #12 to position #14 on our list.
Quarterly Rebalancing
All portfolios rebalance every quarter. This keeps them in sync with the latest research and gives you a steady, predictable schedule for adjusting your own holdings. No surprises, no frantic emails — just a clear plan four times a year.
Ready to See the Portfolios?
Check out the performance, the charts, and the numbers for yourself.