Notable wins from I/O Fund Portfolio
- Picked the leading tech assets in 2023: Nvidia and Bitcoin. Held both at high allocations.
- We were early to the cloud in 2019, then rotated into AI in 2022 with a 45% allocation in 2023.
- Our 2023 returns are 57% and 131% cumulative returns since our inception.
- Released an automated hedge in 2022 to stave off losses during a historic selloff in the tech sector.
- Picked the leading sectors in 2021: semiconductors and blockchain.
- Picked the two top-performing cloud stocks in 2021 (DDOG and ASAN)
- Picked the best-performing asset with a large market cap in 2021 (ETH)
- Picked the best stock in the S&P 500 in 2019 (ROKU)
- Has beaten other tech-focused funds in every audit since the portfolio’s inception.
Join I/O Fund Premium
Each plan is designed to give stock investors a competitive edge in tech. I/O Fund offers a high-conviction growth tech stocks portfolio focused on a higher rate of return. Limited Time Offers are now available! Try I/O Fund Pro Deep Dives your first year for just $399! Use code: SAVE100 at checkout. Sign up for I/O Fund Advanced Market Signals and receive your first year for just $599! Use code: SAVE200 at the checkout by June 30, 2023.
Essentials
plans start at
$99/year
3-stock portfolio - great for beginners!
- Three stocks carefully selected for a Beginners risk/reward profile
- Positions Report for the 3 stocks
- Quarterly earnings updates on the 3 stocks
Plus ...
Broad market analysis:
1 article per month
by Portfolio Manager, Knox RidleyFundamental analysis:
1 article per month
by Lead Tech Analyst, Beth KindigUpgrade to Pro to view the I/O Fund portfolio and to receive full library of research.
Pro Deep Dives
plans start at
$499$449/year
LIMITED TIME OFFER*
Use Promo Code: SAVE50
- View the I/O Fund’s top-performing portfolio
- Unique deep dives and Research – this is the cornerstone of our site as Beth is known for being first to a thesis
- New stock tips – carefully selected for a top-performing tech portfolio
- Critical fundamental updates on the I/O Fund’s portfolio positions
- Quarterly webinars to prepare you for earnings season
Upgrade to Advanced for real-time trade alerts and weekly portfolio webinars held Thursdays at 4:30 p.m. EST
Advanced Market Signals
plans start at
$799$699/year
LIMITED TIME OFFER*
Use Promo Code: SAVE100
You get everything from PRO!
Plus, these additional Advanced benefits ...- Real-time trade alerts for every position the I/O Fund buys and sells sent to your phone and email
- Weekly webinars with the I/O Fund portfolio manager covering the I/O Fund positions held Thursdays at 4:30 pm EST.
- Detailed buy and sell plans with technical analysis for every trade the I/O Fund makes
- Broad Market analysis that covers all major US markets, several global markets, crypto, bonds, and futures.
- Access to the Advanced Market Signals forum, where the I/O Fund Portfolio Manager posts critical updates.
- Automated hedge signal, developed by the WealthUmbrella team, to help warn of heightened risk in the markets.
Direct Access
plans start at
$6950/year
Direct Access once per quarter to the I/O Fund team
- Submit questions prior to a direct phone call and the I/O Fund team will answer your questions
- This level is for institutions, hedge funds, and other high-worth individuals who need a more customized approach
- Add a proven team in tech as your personal analyst for one, low price
- Next two calls are scheduled for May 2024 and August 2024
Register Your Investor Type
What type of investor are you? Register as an Individual, LFA or Institutional Investor.
Individual Investor
An Individual Investor includes a retail investor who is not licensed and researches and/or invests on their own behalf.
LFA Investor
A Licensed Financial Advisor (If you hold a FINRA license and work as a financial advisor and/or work for a Registered Investment Advisor, please register as a Licensed Financial Advisor/RIA.)
Institutional Investor
An Institutional Investor includes working in any capacity for a Private Client Group within a Registered Broker-Dealer, Hedge Fund, Pension Fund, Labor Union Fund, Endowment Fund, Mutual Fund, or Investment Management Company that advises ETFs.
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*LIMITED-TIME OFFER PROMOTIONAL TERMS
Sign up for I/O Fund Advanced Market Signals and receive your first year for just $599! Advanced Market Signals annual plans can save $200 with the promo code SAVE200 at checkout. The annual limited-time offer expires on June 30, 2023, at 11:59 PM PST. All plans will be billed at $799/year thereafter.
Try I/O Fund Pro Deep Dives your first year for just $399! Pro Deep Dives annual plans can save $100 with the promo code SAVE100 at checkout. The annual limited-time offer expires on June 30, 2023, at 11:59 PM PST. All plans will be billed at $499/year thereafter.
Advanced Market Signals monthly plans can save $15 OFF each month for 90 days with the promo code SAVE15 at checkout. The annual limited-time offer expires on June 30, 2023, at 11:59 PM PST.
Pro Deep Dives monthly plans can save $10 OFF each month for 90 days with the promo code SAVE10 at checkout. The annual limited-time offer expires on June 30, 2023, at 11:59 PM PST.
