Expert Investment Strategies

Discover and follow curated portfolios inspired by legendary investors. Start building wealth today with proven strategies.

ExceptionalView Details

Finlo Performance Portfolio

Hand picked stocks by our experts using the Finlo Ai Engine. Designed to maximize returns and outperform the market.

2017 - 2025
Monthly

Total Return

+702.3%

vs S&P 500

+505.9%

Annual Return

34.6%

ExceptionalView Details

High-Growth Innovators

Invest in disruptive companies leading their industries with cutting-edge technology and exponential growth potential.

2017 - 2025
Monthly

Total Return

+729.2%

vs S&P 500

+582.5%

Annual Return

30.6%

ExceptionalView Details

Shareholder Yield Focus

Focuses on companies with strong shareholder yield through dividends, buybacks, and debt reduction.

2017 - 2025
Monthly

Total Return

+216.0%

vs S&P 500

+69.3%

Annual Return

15.6%

ExceptionalView Details

Value Growth Picks

Targets undervalued growth companies with strong fundamentals and reasonable price-to-earnings growth ratios.

2017 - 2025
Monthly

Total Return

+348.2%

vs S&P 500

+201.5%

Annual Return

20.9%

ExceptionalView Details

Global Giants

Build a portfolio of multinational corporations with strong global footprints and diversified revenue streams.

2017 - 2025
Monthly

Total Return

+212.0%

vs S&P 500

+65.3%

Annual Return

15.4%

ExceptionalView Details

All-Weather Strategy

A diversified portfolio designed to perform in all economic environments by balancing risk across asset classes.

2017 - 2025
Monthly

Total Return

+226.0%

vs S&P 500

+79.3%

Annual Return

16.1%

OutstandingView Details

Hidden Gems

Discover overlooked small-cap companies with strong growth potential and untapped value.

2017 - 2025
Monthly

Total Return

+136.7%

vs S&P 500

-10.0%

Annual Return

11.5%

ExceptionalView Details

Institutional Model Fund

Inspired by the Yale Endowment model, this portfolio emphasizes alternative investments for diversified, high-performing returns.

2017 - 2025
Monthly

Total Return

+273.4%

vs S&P 500

+126.7%

Annual Return

18.1%

ExceptionalView Details

Defensive Value Picks

Targets companies with strong competitive advantages, consistent earnings, and high-quality management at reasonable prices.

2017 - 2025
Monthly

Total Return

+247.8%

vs S&P 500

+101.0%

Annual Return

17.0%

ExceptionalView Details

Disruptive Growth Stocks

Focuses on high-growth, disruptive industries such as AI, robotics, and genomics, targeting innovative companies shaping the future.

2017 - 2025
Monthly

Total Return

+602.5%

vs S&P 500

+455.7%

Annual Return

27.9%

Dividend Aristocrats

Target established companies with a track record of consistently increasing dividend payouts for stable income and growth.

2017 - 2025
Monthly

Total Return

+74.0%

vs S&P 500

-72.8%

Annual Return

7.2%

OutstandingView Details

Dividend Income Machine

Curated stock portfolio designed to deliver a stable 8%+ dividend yield, providing consistent, monthy cash flow while outperforming the S&P 500.

2017 - 2025
Monthly

Total Return

+106.3%

vs S&P 500

-40.4%

Annual Return

19.0%

ExceptionalView Details

Founder Led

Focus on companies still led by their visionary founders, ensuring passion and strategic direction in business growth.

2017 - 2025
Monthly

Total Return

+238.5%

vs S&P 500

+91.8%

Annual Return

16.6%

ExceptionalView Details

Deep Moats

Invest in companies with strong competitive advantages and barriers to entry, ensuring long-term dominance in their industries.

2017 - 2025
Monthly

Total Return

+260.6%

vs S&P 500

+113.9%

Annual Return

17.6%

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