| | | Hello. | For months, our partner AltIndex has been in the lab, building something just for you: years of backtests, new experiments, and the cutting-edge alternative data that powers the whole platform. Today it goes public. Fully transparent. On Autopilot. | Three strategies. Two years of backtests. Returns between 58% and 90%, and every one CRUSHED the S&P 500. | (These are backtested and simulated results with real limitations, detailed at the bottom. Past performance doesn't predict future results.) | Until now, putting that data to work meant paying for it and grinding through the analysis yourself. Not anymore. You can now invest in AltIndex's top picks with a single click, in portfolios that rebalance themselves every month. | | The goal (and they're already pulling it off): beat the market using alternative data, which we believe is the last real edge a regular investor has over the algorithms and institutions that run Wall Street. | Here's what each portfolio does, how it’s doing, and who it's for. | This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results. |
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| | Portfolio #1: AltIndex AI Top 10 | The 10 highest-scoring stocks across AltIndex's full AI model. Simulated return since the test began: up 17.47%. | | The AI score blends four pillars into one number: social audience growth, hiring momentum, customer traction (web traffic and app downloads), and fundamentals (Zacks rank, Piotroski score, insider buying, revenue growth, analyst targets). This portfolio simply owns the 10 stocks that score highest across all of it, equal-weighted, rebalanced monthly. It's built to surface the names the model rates highest with a six-plus-month horizon in mind. | Backtested over the past two years (hypothetical), against the market: | Period | AI Top 10 | S&P 500 | Russell 2000 | 6 months | +30.2% | +6.1% | +14.4% | 12 months | +72.6% | +30.5% | +43.9% | 24 months | +58.2% | +47.5% | +45.5% |
| And since it went live a month ago, it's up 17.47% vs. the S&P’s 2.43% (simulated). | Three of the current holdings, as a sample of the 10 total stocks: | Stock | Simulated return so far |
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Marvell (MRVL) | +82.4% | Astera Labs (ALAB) | +71.6% | Nebius (NBIS) | +17.5% |
| See all 10 holdings on the portfolio page → | The risk here is the same as with any concentrated portfolio: with only 10 stocks, it will swing more than the S&P 500 in both directions. | Who this is for: the core, alpha-seeking investor. A satellite to your main portfolio. | Invest in the AltIndex AI Top 10 on Autopilot → |
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| | Portfolio #2: Reddit Small-Mid Cap Turbo | The small and mid-cap stocks breaking through Reddit's noise floor with real retail momentum. Simulated return since the test began: up 14.24%. | | Here's why this one is different: Reddit's most-mentioned list is always dominated by the same mega-caps, Nvidia, Tesla, Apple. The real signal is in the smaller names that suddenly start getting talked about far more than usual. So this portfolio filters for $1 billion to $100 billion market caps, bullish sentiment, and an AI score of at least 55, to screen out pure meme plays with no fundamentals underneath them. | Backtested over the past two years (hypothetical), against the market: | Period | Reddit Turbo | S&P 500 | Russell 2000 | 6 months | +20.0% | +6.1% | +14.4% | 12 months | +73.5% | +30.5% | +43.9% | 24 months | +89.6% | +47.5% | +45.5% |
| And since it went live a month ago, it's up 14.24% vs. the S&P 500’s 2.43% (simulated). | Three of the stocks currently in the portfolio as a teaser: | Stock | Simulated return so far |
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Rocket Lab (RKLB) | +42.0% | AST SpaceMobile (ASTS) | +37.9% | Robinhood (HOOD) | +7.1% |
| See all 10 holdings on the portfolio page → | The risk, and we'll be blunt on this one: this is the highest-risk portfolio of the three. Expect big swings, and drawdowns of 40% to 60% are realistic. This is a satellite position, not your whole portfolio. | Who this is for: the speculative slice. The "fun money" portfolio. | Invest in the Reddit Small-Mid Cap Turbo portfolio on Autopilot → |
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| | Portfolio 3 — Hyper-Hiring Growth | The 10 companies ramping up hiring the fastest, filtered for quality. Simulated return since the test began: up 3.56% (still ahead of the S&P over the window). | | Here's the insight: companies don't post hundreds of job listings unless they have signed deals, approved budgets, and real growth plans behind them. Research from JPMorgan and Two Sigma has shown that job postings tend to lead reported revenue by one to three quarters. This portfolio buys that signal before it shows up in earnings, then screens for profitable, quality companies so you're not just chasing headcount. Public Storage, for example, grew its job postings roughly 88% over 90 days. | Backtested over the past two years (hypothetical), against the market: | Period | Hyper-Hiring | S&P 500 | Russell 2000 | 6 months | -2.1% | +6.1% | +14.4% | 12 months | +10.5% | +30.5% | +43.9% | 24 months | +58.2% | +47.5% | +45.5% |
| And since it went live a month ago, it's up 3.56%… still beating the S&P 500’s 2.43% (simulated). | Three of the stocks in this portfolio: | Stock | Simulated return so far |
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Okta (OKTA) | +42.4% | Public Storage (PSA) | +2.1% | Western Alliance Bancorporation (WAL) | -1.8% |
| See all 10 holdings on the portfolio page → | The risk: lower volatility than the Reddit portfolio, slightly higher than the S&P. It skews toward profitable, growth-oriented companies. This is the quality play. | Who this is for: the investor who wants a forward-looking growth signal without meme-stock risk. | Invest in the Hyper-Hiring Growth portfolio on Autopilot → |
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| | How It Works | You pick a portfolio. Autopilot handles the rest: it buys the positions, rebalances monthly, and adjusts as the signals change. You can turn it on or off anytime. | So, Which One? | If you're not sure where to start, start with the AI Top 10. It's the broadest signal and the most balanced of the three, and it's the cleanest way to put the full AltIndex model to work in one portfolio. | Activate the AI Top 10 on Autopilot → | That's today's special edition. We'll be back tomorrow with your regular S&I. | Cheers, Brandon & Blake of Invested Inc. |
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| | 📢 We want to hear from you. | Your feedback matters to us! Let us know what you liked or didn’t like about today’s edition. | ⭐️ What did you think of today's edition? | |
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| | Important: The figures shown include (1) backtested, hypothetical results over a two-year historical period and (2) simulated results from a roughly one-month live test (May 4 to June 5, 2026). Neither represents actual client trading results, and both have inherent limitations. The two-year backtest applies each strategy's current rules to historical data; in particular, the Reddit portfolio's quality filters were designed recently and applied retroactively, so those historical figures are hypothetical and were not achieved by a live portfolio. Returns are gross and do not reflect trading costs (roughly 1-2% per year of spread friction) or taxes; monthly rebalancing creates taxable events in taxable accounts (IRAs avoid this). Two years is a limited sample that has not been tested through a full bear market. Past performance, whether real, simulated, or backtested, does not predict future results. These portfolios are concentrated and carry significant risk, including possible loss of principal. This is not financial advice or a recommendation to buy or sell any security. Always do your own research. Autopilot is a third-party platform; Invested Inc. and AltIndex may receive compensation. | The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results. | Stocks & Income, AltIndex by Invested Inc. (AltIndex LLC), Finance Wrapped, The Chain, Future Funders, and Dinner Table Discussions are all owned by Invested Inc. |
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