Premium Membership Guide
Premium Membership Guide
PLEASE READ TO SET UP I/O FUND MEMBERSHIP
The I/O Fund is a live portfolio of 10 to 15 positions. This portfolio is the culmination of all analysis with a minimum time horizon of +5 years. Our highest convictions can be found listed by percentage of allocation. Similar to Wall Street funds, we vote on our convictions with real money and full transparency. One unique benefit to our site is that we continually look for good entries into stocks we recommend. We do not simply give blanket buy recommendations rather we transparently show you our risk management strategies. As an example, we have a nearly impeccable record on Bitcoin, buying between $7K to $10K, trimming at $58K, buying again $15K to $16K, and taking gains at $85K to $113K. All entries and exits are sent as trade alerts.
The I/O Fund research site is a library of research and original analysis written by Beth Kindig who has over a decade of experience analyzing tech products and companies. She is a Silicon Valley trained analyst who frequently attracts Tier 1 press for the quality of her analysis. Search by stock ticker, company name, or category.
We raised the bar at the I/O Fund by offering text messages and emails every time we enter a position! Each buy or sell is discussed by our portfolio manager prior to the execution through forum posts and webinars. We offer the highest level of transparency possible so you will know if the I/O Fund is buying, selling or if we feel the market requires no action at all. We are not financial advisors rather we offer the real-time trades we do on our portfolio to help our Members gauge the current market.
The market can be a roller coaster some days (hopefully, a very fun roller coaster long-term). Our portfolio manager provides regular broad market updates and technical analysis on the portfolio stocks.
There’s more! The I/O Fund offers webinars to go over key positions, any entries we are planning and/or exits plus 1-hour intensive deep dives followed by a Q&A. You’ll get transparent information on the positions we plan to add to, the positions we plan to cut back on, and our thoughts on the market today.
Welcome! We are glad you are here.
Advanced Market Signals is our most comprehensive package where you can access active portfolio management, an automated hedge, and weekly webinars with the Portfolio Manager Knox. Included in your Advanced Membership is Pro. Our site provides a competitive edge on the world’s most valuable industry -- technology. Due to the potential for enormous gains from this particular industry, we think it’s essential that every stock investor have a credible source who specializes in tech.
Our audited results prove we are one of the best-performing tech portfolios since our inception. Our cumulative returns since inception are 326%, surpassing the S&P 500 by 192%, the Nasdaq-100 by 152%, and maintaining a notable 294% lead over other institutional technology portfolios.
An investment of $10,000 with the I/O Fund's picks at inception versus other all-tech portfolios would see a portfolio value of $42,552 with IOF versus $13,192 with institutional tech-focused portfolio. The difference in value is 223%.
You can review our press release here. You can view more details on how we accomplished our lead over competing all-tech portfolios plus a comparison chart in our write-up for premium members here.
Please note, we are not licensed financial advisors as outlined in the terms and conditions.
The value we offer is unparalleled with some stock trading sites charging $5,000 for trade notifications alone! Meanwhile, the I/O Fund offers all 5 Membership Benefits at a reasonable price to help make stock investing accessible.
Please note, all institutions and persons running a fund must register with the I/O Fund. Refer to liabilities of improper registration or other use.
For account issues, please email: premium@io-fund.com. Please note, we are a small team and will return your inquiry within 2-3 business days.
Due to the volume of emails, we can only respond to account access issues at this time. Please feel free to submit your general feedback and someone will read the email although we may not be able to respond. Please also note our guidelines for the forum, the terms and conditions and our general guidelines around feedback noted here. We appreciate you as a member and thank you for your business.
Must-See Posts:
Beating Wall Street is not easy which means the I/O Fund is prolific with our research efforts. We want to help new members of the I/O Fund navigate the library of research we offer on our site.
You can read must-see posts from our team here:
- The I/O Fund’s Top 15 Stocks for Q1 2026
- The I/O Fund’s Top 15 AI Stocks for Q4 2025
- 2025 Full Year Audited Returns
- 2024 Full Year Audited Returns
We recommend starting with our portfolio found on the Dashboard. This portfolio designates positions by allocation percentage on the pie chart. We choose our allocations very carefully. The larger the allocation, the higher the conviction.
Beth has been trained to form a thesis very early. Her research reports are valid for 3-5 years as the I/O Fund seeks maximum gains over a holding period in this range, sometimes up to 10 years.
Also, please note that one of the most important benefits to what we offer is that Knox continually enters positions even if we have a low cost-basis. This is extremely rare and virtually unheard of across financial sites. In the case of the names listed above, we continued to offer our members new entries years after we had entered the stock. For instance, we have an early position with Nvidia at $3.15 and also at $12.35. This helps our subscribers who join years after we’ve entered a name.
One of our most crucial strategies is to let our winners run and to cut our losses early. Do not be discouraged if we cut a position as this is how real gains are made.
As you know, we compete with and often beat the best funds on Wall Street in terms of performance, so the entries we make are meant to lower risk and increase returns in our highest conviction stocks. You should always meet with your financial advisor to determine if a trade is right for you.
Meet the I/O Fund Team
We hope you are enjoying our Advanced content! We want you to know you’re in capable hands. The I/O Fund is a carefully assembled team of experts with cumulative results of 326% since inception compared to the Nasdaq-100’s 174% return. Our team has outperformed the Nasdaq-100 by 152%.
We have beaten top-performing Wall Street funds across seven audits, including our most recent audit proving a lead of 294% compared to other verified all-tech portfolio. You will notice the vast majority of retail sites are not verified at all, which is one of the many ways the I/O Fund raises the bar. Premium Members can access more information regarding our 2025 performance here.
Every entry and exit the I/O Fund does is logged on a dashboard and sent via real-time trade notification. This means the I/O Fund offers the highest level of transparency available to retail investors by logging trades the minute they occur and archiving them for future reference.
Beth Kindig has ten years of experience in competitive and product analysis in the tech industry dating back to 2011. Considering tech growth stocks took off after the financial crisis, she is a veteran in every sense of the word. Her tech conference appearances date back to 2014 and her analysis began garnering press in the same year. She is known for making bold calls on tech stocks and offers a weekly free analysis that leverages her ten years of experience in the private markets.
It is not only the big gains she has achieved with individual stocks but also the quality and consistency of her analysis and how she carefully forms her theses that have placed Beth on the map as one of the best tech analysts in the market. She has formed a proven methodology of choosing the right investments from being exposed to hundreds of tech growth companies over the past 10 years. This is not a methodology that the traditionally trained can learn or repeat.
Kindig has spoken at many tech conferences including the Android Developers Conference, GamesBeat, Advertising Week NYC, Tech Week Chicago, and BlackHat. She has been published in Forbes, MarketWatch, Venture Beat, MediaPost, AdExchanger, and the International Association of Privacy Professionals. She has appeared on CNBC, Fox Business Network, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis.
She cares deeply about individual investors having access to the same quality of information as institutions in the tech industry. Her weekly newsletter has tens of thousands of subscribers. You can find her on Twitter and YouTube.
Knox Ridley began his career in 2007 as a licensed ETF consultant with a focus in portfolio optimization. He worked with hundreds of financial advisors, RIAs and CIOs for large institutions, being exposed to numerous strategies for managing money. As the portfolio manager of the I/O Fund, he beat the top-performing funds on Wall Street in 2020, 2021, 2022, 2023, 2024, and 2025. His real-time trade notifications to premium subscribers have garnered over 30 entries with over 100% gains. He is very keen on macro trends, and is trained in Fibonacci Trading, Elliott Wave theory, as well as Gann Cycles. Unlike most portfolio managers, Knox uses technical analysis, as well as automated quant signals, to manage risk and identify high probability risk/reward setups. He offers his analysis in our newsletter, which you can sign up for here.
After weathering the Great Financial Crisis, Knox is especially focused on risk management within an all-growth portfolio. This helps Premium Members at the I/O Fund potentially participate in the upside of tech, while also highlighting methods for mitigating the inevitable downside. He is diligent in dedicating this time to share his knowledge through daily market updates, weekly webinars and through real-time trade notifications. You will not find a more grounded and accessible Fund manager who is willing to share his daily moves as he seeks to beat Wall Street for years to come. The I/O Fund officially launched on May 9th, 2020 and his portfolio performance since illustrates his ability to compete with the best Funds on Wall Street.
Damien Robbins has more than four years of experience in financial analysis. He started his career contributing for Seeking Alpha beginning in 2020, publishing more than 300 articles and garnering more than 3 million page views, with a primary focus on tech and EVs, before holding a role curating morning news briefings for multiple C-suites of EV and AV units at Fortune 50 companies. Damien is known for his methodical and thematic approach to stock analysis.
By now, you have access to all of our research. These timely updates will revisit stocks in our coverage area including stocks we are entering/exiting and at what prices, or to draw attention to timely information on stocks that we cover.
Royston Roche has over a decade of experience in the capital markets. He started his career with Infosys BPM where he worked for its clients BNY Mellon and Deutsche Bank. Later he has worked with various investors, research companies, and investment firms. Royston is known for his thoughtful and fair analysis of stocks. He is an expert in fundamental analysis and his investing style is buy-and-hold strategy. Royston has an MBA in Finance from ICFAI University and an IMC from CFA UK.
Need Help?
For account issues, please email: premium@io-fund.com. Please note, we are a small team and will return your inquiry within 2-3 business days.
Due to the volume of emails, we can only respond to account access issues at this time. Please feel free to submit your general feedback and someone will read the email although we may not be able to respond. Please also note our guidelines for the forum, the terms and conditions and our general guidelines around feedback noted here. We appreciate you as a member and thank you for your business.
