Choose Your Suitable Plan
Value FundA more diversified portfolio of U.S. listed companies. Recommended for people who want more diversity and less volatility in short-term performance.
FIRST MONTH FREE
(no credit card required)
Compatible with SHYFT app
Premium FundA more concentrated portfolio of the BEST investments we can find, and therefore has a higher expected return,
over the long-term
Detailed Plan Overview
The Value Fund
The Premium Fund
Lockstep Member Access
Portfolio Access via website
Actionable Notifications: Receive real-time notifications whenever the Lockstep Portfolio changes
News flow: Stock-specific news updates, macro/market, and portfolio commentary
Comprehensive setup assistance: We can help you set up a brokerage account, guide you in transferring money to your brokerage account, and even walk you through buying and selling your first shares. We are here to help! (Done on Request)
Portfolio Optimiser: Automated calibration of your portfolio to be in lockstep with ours
Valuation Indicator: if you don’t want to copy our portfolio in its entirety, this indicator allows you to cherry-pick your investments.
Number of Companies in the Portfolio
Minimum return expectation per investment (Not a guaranteed return)
Average Position Size
Number of Memberships Available
20-30 (US Listed ONLY)
Recommend for those looking for more diversity.
Recommend for those who are comfortable with a concentrated portfolio.