The professional grade strategy for DIY investors who aim to consistently profit from the strongest stocks


By professional grade, we mean a strategy whose key return drivers are grounded in sound economic theory that has proven to persist over time, through many years of research and application.

Our stock picks are not made based on emotion. Instead, we’ve sought to remove behavioural biases from our process and to concentrate on a few simple ideas that have been successful over the long-term.

Success compounds

Success has a habit of compounding, and as a result, the best-performing stocks are likely to continue outperforming. Trends can last longer than expected because new information is frequently trend reinforcing. Fundamentals take time to change.

While fundamentals might take longer to change, they’re still an essential ingredient of our strategy. We compile detailed data on valuation, earnings quality, financial stability and growth, and each of these critical metrics features heavily in our approach. Every stock in our portfolio must meet a stringent set of criteria before we initiate a buy.

Conversely, we are ruthless about managing risk and quickly sell stocks that no longer meet our criteria.

Consistency is a superpower

Consistent implementation of a rigorous investment strategy is as close as you will ever come to possessing an investment superpower.

This simple idea is at the heart of becoming a successful active investor.

Available to you

By becoming a member of our Model Portfolio service, we open the kimono to you and give you the ability to trade alongside us. We share our live investment portfolio with you and notify you every time we make a trade, allowing you to replicate our strategy in your broking account.

On the other hand, with a Managed Account, we take care of everything and provide you with a full concierge service. We monitor your investment exposures, manage the risk of your portfolio and execute all trades on your behalf.

Managed Accounts are only available to wholesale and sophisticated investors so please check here to see whether you qualify, or get in touch with us and we can help you decide which of our programs are right for you.   

Investing is simple, but not easy

That about sums it up.

To be a successful active investor, you need a stringent process that has proven consistently profitable over time that you’re willing to implement with discipline and passion over the long-term.

At the same time, you need to focus on continually improving that process in a relentless pursuit of excellence.

These are our guiding principles.

If you share these values, we’d be thrilled if you chose to join us.

Model Portfolio Membership
$49.50
Monthly
Live portfolio
All trades to your inbox
Performance reporting
Trading diary
Momentum and Value stocks lists
Weekly update email
 
 
Managed Account
Contact Us
Concierge Service
We take care of everything
Trade execution
Risk management
Exposure monitoring
Full transparency
 
 

14 day free trial. All purchases come with a 30-day money back guarantee and no locked in contracts. You can unsubscribe at any time.