Graham Deep Value Fund
Jared Stone
Graham Deep Value Fund
+22.4%
S&P 500 (SPY, with dividends)
The S&P 500 is shown using the SPDR S&P 500 ETF Trust (SPY): its price change plus the dividends it paid, counted as cash and not reinvested, the same way Portfolio returns count dividends, over the same dates as each Portfolio. It is shown for comparison only: it has no Autopilot advisory fee, it is not a Portfolio on Autopilot, and past performance does not guarantee future results.
Capital on Autopilot
$103,597
Jared Stone subscription: $69.00 quarterly · $169.00 yearly
One subscription covers every portfolio from this Pilot.
Returns as of . How returns are calculated
Started
| Timeframe | Return |
|---|---|
| Month | +9.3% |
| 3 months | +8.4% |
| YTD | n/a |
| 1 year | n/a |
| Since start | +22.4% |
| Benchmark | Month | 3 months | YTD | 1 year | Since start |
|---|---|---|---|---|---|
| S&P 500 (SPY, with dividends) | -2.6% | -0.19% | n/a | n/a | +2.7% |
The S&P 500 is shown using the SPDR S&P 500 ETF Trust (SPY): its price change plus the dividends it paid, counted as cash and not reinvested, the same way Portfolio returns count dividends, over the same dates as each Portfolio. It is shown for comparison only: it has no Autopilot advisory fee, it is not a Portfolio on Autopilot, and past performance does not guarantee future results.
Graham Deep Value Fund finds overlooked, financially sound companies trading below their true worth — then holds them patiently until the market catches up. Inspired by Benjamin Graham, every candidate passes an intensive, multi-layer screening process covering valuation, cash flow quality, solvency, and forensic balance sheet health — designed to separate genuine value from value traps. Positions are diversified across sectors, monitored continuously, and managed through a disciplined, rules-based process that keeps emotion out of the equation. The result is a high-conviction portfolio built on the timeless idea that buying good businesses at the right price, and holding them with patience, is the surest path to long-term outperformance. Turn on dividend reinvestment (DRIP) so distributions compound back into the portfolio.
We source our investment intelligence through a combination of public financial filings, market data, and proprietary screening engines that systematically analyze thousands of data points across every candidate. This includes direct analysis of SEC EDGAR filings, balance sheet forensics, and cash flow modeling — all processed through our rules-based framework to surface only the highest-quality opportunities.
Top holdings
Weight in the Graham Deep Value Fund, as of
Bath & Body Works, Inc. (BBWI)13.9%
APA Corporation Common Stock (APA)12.0%See all holdings in the Autopilot app
Individual stocks shown are illustrative and not a recommendation.
Jared Stone is an independent Third-Party Pilot and is not an employee, agent of, or supervised by Autopilot. Third-Party Pilots are not investment advisers or regulated or licensed by the SEC or other regulators, owe you no fiduciary duty, and do not provide personalized recommendations or investment advice or ensure suitability for your circumstances. Autopilot doesn't manage, validate, or guarantee this Pilot's portfolios. Learn more: https://start.joinautopilot.com/legal/thirdpartypilots#third-party-pilots
Autopilot Advisers, LLC is an SEC-registered investment adviser (CRD 331749). Past performance does not guarantee future results. This is published data, not a recommendation, not a ranking, and not an order. View important info at https://joinautopilot.com/disclaimer.
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.