Jared Stone's Portfolios on Autopilot: Graham Deep Value, Vector Momentum, and the regional 10s

I'm Chris, one of the co-founders of Autopilot. Jared Stone runs six Portfolios, and every one of them is rules-based.

Value, momentum, mean reversion, and three regional Portfolios. Different rules, same discipline. Here's how each one works.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

1) Graham Deep Value Fund

Jared Stone is an independent Pilot who creates and manages all six Portfolios.

The Graham Deep Value Fund, inspired by Benjamin Graham, screens for overlooked, financially sound companies trading below their worth and holds them patiently. The description says every candidate passes a multi-layer screen on valuation, cash flow quality, solvency, and balance sheet health, built to separate real value from value traps. It's compared with other value Portfolios in Is there an app that follows deep value stocks the Graham way for me?.

2) Vector Momentum Fund

The opposite philosophy. Each week it screens the most liquid U.S. stocks, ranks them by risk-adjusted momentum over the past year with a trend filter, and holds about 14 of them, sized by conviction. It pulls back toward cash when markets deteriorate and goes fully invested in confirmed uptrends, using market-wide signals.

The description says trades go in on Monday mornings. For those unaware, weekly rebalancing means a lot of trading, and in a regular brokerage account, a lot of taxable events.

3) Tactical Reversion Fund

A bet that big companies overreact in the short run. It buys the most oversold large U.S. stocks based on short-term price and volume readings, holds up to 10 at a time, and has a fixed maximum holding period. When the bounce comes or time runs out, it moves on.

Mean reversion works until a stock that looked oversold keeps falling for a reason. That's the risk built into the idea.

4) Seaboard 10, Heartland 10, and Redwood 10

Three regional Portfolios, each holding 10 U.S.-headquartered companies from one part of the country. Seaboard 10 is the East, leaning into industrials, healthcare, and financials. Heartland 10 is the Central and Mountain states, spread across technology, semiconductors, industrials, healthcare, and financials. Redwood 10 is the West, growth-forward and concentrated in large AI, cloud, semiconductor, and platform companies.

All three set weights with a multi-factor conviction score, then use a rules-based overlay that adds to winners and cuts names breaking down. They rebalance quarterly.

5) How to choose between them

I want to be honest with you. Value and momentum tend to work at different times, which is exactly why some people hold both. But holding both means accepting that one is usually lagging.

Decide which rule you actually believe, and how much trading you're comfortable with. The weekly ones trade a lot. The quarterly ones don't. Several descriptions also suggest turning on dividend reinvestment at your brokerage, but reinvested shares can sit outside the Portfolio, so check how that works in your account.

6) How following works

Pick a Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

TLDR: Jared Stone runs six rules-based Portfolios: Graham-style deep value, weekly momentum, short-term mean reversion, and three regional 10-stock Portfolios for the East, Center, and West. Pick the rule you believe and the trading pace you can live with.

Frequently asked questions

Jared Stone portfolio

Jared Stone publishes six rules-based Portfolios on Autopilot: Graham Deep Value Fund, Vector Momentum Fund, Tactical Reversion Fund, and three regional 10-stock Portfolios, Seaboard 10, Heartland 10, and Redwood 10.

Jared Stone Autopilot

Jared Stone is an independent Pilot on Autopilot who creates and manages systematic, rules-based Portfolios. Followers hold them in the brokerage accounts they already have.

How can I follow Jared Stone's portfolio in my own brokerage?

Pick one of Jared's Portfolios in the app, connect your brokerage, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them. The weekly ones trade often, so consider taxes.

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Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

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