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An Individual Investor includes a retail investor who is not licensed and researches and/or invests on their own behalf.

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.)

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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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

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.

Market Updates:  Our portfolio manager provides regular market updates and technical analysis on portfolio stocks, helping you navigate market fluctuations and stay informed for long-term success.

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 February 2025 and May 2025.

Our newest plan: Fast-paced research on new stock ideas

Two stock ideas per month with comprehensive, deep dive analysis

Technical setups provided for stock ideas

Be the first to know about exciting companies in the tech sector

NOTE: the IOF Portfolio and Trade Alerts are only available in the Advanced Tier

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high conviction stock picks. 

The Discovery Plan offers an inside look at the I/O Fund’s proprietary stock selection process to uncover promising opportunities within the tech sector. Using custom-built screens, we analyze thousands of stocks annually, narrowing them down to an average of 20–30 high-potential candidates for deeper research.

To make it into our main portfolio, stocks must meet rigorous criteria, including:

1. Passing a stringent fundamental screen.

2. Aligning with our outlook for strong tech investments.

3. Being well-positioned within active tech trends.

5. Being poised to benefit from the current macro environment.

Ultimately, this process results in 1–5 stocks added to our portfolio each year.

We think that members would like to understand a more general landscape of active stocks within the tech sector, understand why we are passing on them and what we want to see in order to get included. For active and nimble investors, our thorough screening process can save time by highlighting promising setups and opportunities within the tech sector.

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth portfolio stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: Fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high conviction stock picks. 

Advanced Annual Plan for Licensed Financial Advisors

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high conviction stock picks.

Pro Annual Plan for Licensed Financial Advisors

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth tech stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: Fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high conviction stock picks. 

The Best Value for serious tech stock investors who want real-time trade alerts, market signals, and macro analysis, plus full access to our growth portfolio stock positions, crypto, and moonshots. The Premium Advanced Market Signals plan includes a private member forum and a BONUS Active Trading Room. This top-tier I/O Fund plan also includes Pro Plan benefits: fundamental stock analysis, product analysis, technology deep-dive analysis, and I/O Fund's high-conviction stock picks. 

Advanced Monthly Plan for Licensed Financial Advisors

Pro Monthly Plan for Licensed Financial Advisor

The Most Popular Premium Research Plan provides tech stock investors fundamental stock analysis, product analysis, tech deep dives, tech webinars, access to a private member forum, live portfolio access to tech growth stock positions, plus access to our high-conviction stock picks.

Pro Monthly Plan for Individual Investors

Direct Annual Plan for Licensed Financial Advisors

@IOFundOfficial

@Beth_Kindig

@Knox_Ridley