Tom Heberle's Portfolios on Autopilot: the Real Asset Anti-Inflation Fund and Global Opportunities

I'm Chris, one of the co-founders of Autopilot. Tom Heberle writes a detailed process description. It reads like a value investor's rulebook.

If you've ever wondered what old-school value investing looks like written down, this is it. Here's the process, then the two Portfolios.

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) The process behind both

Tom Heberle is an independent Pilot who creates and manages both Portfolios.

The description lays out the method. Tom looks for asymmetric setups, where the potential upside is much bigger than the potential permanent loss. The process estimates what a company is really worth, often using what its assets would fetch, what it would cost to rebuild, or what its parts would sell for separately. Then the aim is to buy well below that number, which value investors call a margin of safety.

Tom also looks for a catalyst, something that could close the gap between price and value. For those unaware, that's the answer to value investing's oldest problem: a cheap stock can stay cheap forever.

2) How Tom sizes positions

This part stood out to me. The description says the chance and size of a permanent loss drive position sizing, with bigger allocations going where Tom thinks the downside is more limited.

A lot of Portfolios size by conviction. This one sizes by what could go wrong. I respect that.

3) The Real Asset Anti-Inflation Fund

Focused on scarce, essential real assets: energy, shipping, commodities, and other asset-heavy businesses. The description says it's built for hot inflation, with enough valuation support to matter if inflation turns out milder.

Inflation-hedge Portfolios are compared in Is there an app that invests in real assets as an inflation hedge for me?.

4) The Global Opportunities Fund

The same process applied worldwide: attractively valued companies with catalysts, anywhere. The description argues that owning companies outside the U.S. spreads your money across other economies, currencies, and industries, and that international stocks may have room to catch up after years of U.S. leadership.

5) What to check before you follow

I want to be honest with you. Value and real-asset strategies can lag for long stretches, and commodities swing hard. International stocks add currency risk on top.

The process is written down, so hold it to the process. Look at the worst stretch in the record and ask whether you'd have stayed.

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: Tom Heberle runs two value Portfolios on one written process: estimate intrinsic value, demand a margin of safety, find a catalyst, and size by downside. One focuses on real assets for inflation, the other on global opportunities.

Frequently asked questions

Tom Heberle portfolio

Tom Heberle publishes two Portfolios on Autopilot: the Real Asset Anti-Inflation Fund, focused on energy, shipping, and commodities, and the Global Opportunities Fund, which invests worldwide. Both use Tom's value process: intrinsic value, margin of safety, catalysts, and sizing by downside risk.

Tom Heberle Autopilot

Tom Heberle is an independent Pilot on Autopilot who creates and manages these Portfolios. Followers hold them in the brokerage accounts they already have.

How can I follow Tom Heberle's portfolio in my own brokerage?

Pick one of Tom'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.

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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

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