We think you’ll find our service provides a competitive edge in technology, the world’s most valuable and rewarding industry.
The I/O Fund strives to offer high conviction analysis from one of the best tech analysts in the world, Beth Kindig, along with an actively managed portfolio with real-time trade alerts. Our audited performance proves that I/O Fund competes with and often beats Wall Street's highest-performing funds.
For just $99/year with I/O Fund Essentials you will receive:
- A fully managed, 3 stock portfolio of our highest conviction tech ideas. If we decide to add to the position or trim it, this information will be provided in real-time.
- Two monthly reports, including (1) fundamental analysis from Lead Tech Analyst Beth Kindig and (1) technical analysis from our Portfolio Manager, Knox Ridley.
For the more advanced investor, our goal is simple – we want to own stocks like Google, Apple, and Amazon long before they become one of the most valuable companies in the world. Our premium memberships are designed to educate and manage risk in these high conviction stocks that we believe are early to major tech trends.
Upgrade at any time to receive a fully managed portfolio of 10-15 stocks including 3 cryptocurrencies, real-time trade notifications, and weekly deep dives. These plans start at $549 and $849. Email premium@io-fund.com for an Essentials Discount of $100 off either Pro or Advanced.premium@io-fund.com for an Essentials Discount of $100 off either Pro or Advanced.
Here’s a breakdown of what you get with each plan:
Notable wins from the I/O Fund team:
- The I/O Fund has cumulative returns of 210% and a lead over institutional technology portfolios of as much as 219% since inception.
- In 2024, the I/O Fund returned 35%, outperforming the S&P 500 by 11% and both the Nasdaq-100 and Invesco QQQ ETF by 10%.
- We had 10 positions outperform the NASDAQ-100 in 2024.
- We also closed an altcoin for a 99% quick gain and Netflix for a 164% realized gain in 2024.
- Our combined realized returns on Super Micro were 243% while utilizing risk management to sidestep volatility.
- We opened CrowdStrike in early 2023 and began taking gains in early 2024. We ended up closing the entire position for a realized gain of 87%, just before the vertical drop took CRWD down 41% from our final closing price.
- We posted returns of 57% in 2023. If we were an ETF, mutual fund or hedge fund, our ranking would be #4 in the Wall Street Journal’s Winners’ Circle ranking of 1,191 funds.
- In 2023, we had five positions with returns over 100% and seven positions beat the Nasdaq. Many were held at high allocations.
- The I/O Fund had a 45% allocation to AI going into 2023, one of the highest on record. Today, the AI allocation is higher with many lesser-known names.
- Issued 9 trade alerts for Nvidia under $20. Provided over 25 analyses on Nvidia’s AI thesis before the market caught on.
- Nearly impeccable record on Bitcoin, buying between $7K to $10K, trimming at $58K, buying again $15K to $16K for the rally to $100K+. All entries and exits are sent as trade alerts.
- We were early to the cloud in 2019, then rotated into AI in 2022 with a 45% allocation in 2023.
- 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.
What you can expect from the I/O Fund Essentials Plan:
Institutional-Level Research Monthly
You will receive original analysis by Beth Kindig, Knox Ridley, and Royston Roche monthly, along with an actively managed 3 stock portfolio. We are confident that nothing like the I/O Fund team’s research exists outside of institutions. Knox’s technical analysis perfectly complements Beth’s and Royston’s fundamental research, giving you the best research on the market.
High-quality, timely analysis and updates
As a member of I/O Fund Essentials, you’ll get an email notification as soon as our analysis is posted so you can stay up to date with the latest research from our team.
What you can expect from the I/O Fund Pro Plan:
- Weekly Tech Stock Analysis, includes fundamental analysis from Lead Tech Analyst Beth Kindig.
- Premium library of institutional-level research and analysis, including fundamental stock analysis, deep dive research into current tech trends and the companies we believe are setup to benefit from these trends.
- Quarterly webinars to discuss our positions. We also identify trends/catalysts we are eyeing to fill our new idea pipeline.
- A completely Transparent Portfolio made up of growth tech stocks and some cryptocurrencies.
What you can expect from the I/O Fund Advanced Plan:
- Weekly Webinars on macro, the broad market, as well as buy/sell targets for each of our positions, plus quarterly portfolio reviews on the growth tech stocks we are interested in.
- Technical Analysis on all I/O Fund stocks and Broad Markets, with charts on all major US markets, analysis of inflation and growth, as well as bonds, commodities, futures and more! We use these markets to help better understand the macro landscape, which guides our buys/sells.
- A Completely Transparent Portfolio made up of growth tech stocks PLUS crypto that is actively managed by one of the best growth Portfolio Managers in the business!
- Trade Alerts are sent in real time directly to your phone via SMS and email.
- NEW! Automated Hedge with advanced signals to help spot approaching risk in the markets, with a 72% win rate going back to 2003 with only 45 signals triggered.
Ready for more? Here’s what you're missing from I/O Fund Advanced:
1. Fully Transparent Portfolio
I/O Fund Advanced has full access to a live portfolio with approximately 15 long-term 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, as well as places to trim when the broad market appears to be risky. We do not simply give blanket buy recommendations on stocks we covered years ago rather we transparently show you our risk management strategies in real-time.
2. Institutional-Level Research at your Fingertips
You will have full access to a library of research and original analysis by Beth Kindig, Knox Ridley, and Royston Roche on this site. We are confident that nothing like Beth and Knox’s research exists outside of institutions, and many institutions follow our research. Knox’s technical analysis perfectly complements Beth’s fundamental research, giving you the best research on the market.
3. Real-Time Trade Notifications and Advanced Market Signals
We raised the bar by offering real-time trade notifications in our Advanced Market Signals room and every time we enter and exit a position. Each buy or sell is discussed by our portfolio manager at the time of execution through forum posts and webinars. We offer the highest level of transparency possible so you will know if the I/O Fund team is buying, selling or if we feel the market requires no action at all. We are not licensed financial advisors, rather we offer the real-time trades we do on our portfolio to help our Members gauge the current market.
4. Markets Update
Markets are dynamic and fluid systems. They can and do go down on good news and up on bad news and act in seemingly irrational ways. Because of this, we offer regular market updates with key price levels, probable scenarios and likely outcomes based on our intermarket analysis. We also will offer periodic updates on current events, as well as pre-earnings analysis for all of our positions.
5. Webinars
I/O Fund Advanced 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.