A calmer way to invest in the S&P 500.
Each month, Wizefive sends you five S&P 500 picks and an algorithmic cash-protection allocation — designed to keep your decisions deliberate.
General information, not personalized investment advice.
This month's five
Period · May- MSFTMicrosoft14%
- AVGOBroadcom13%
- COSTCostco12%
- VVisa11%
- JPMJPMorgan10%
Illustrative — not a recommendation.
Allocation
Equities · CashMarket breadth
S&P 500 participationModerate participation — cash allocation lifted slightly.
Four steps, every month.
The same rhythm, repeated. No real-time alerts, no day-trading prompts — just one clear shortlist and one allocation decision.
Screen the S&P 500
The algorithm reviews the full S&P 500 universe at the start of each month against a fixed set of quality and momentum signals.
Pick five tickers
From the screen, exactly five names are surfaced. No rotation theatre — a shortlist short enough to actually act on.
Invest at period start
You place the trades in your own brokerage. Wizefive doesn't hold your money or touch your account.
Rebalance & re-protect
At month end, the shortlist refreshes and the cash-protection allocation is recalculated against market breadth.
More cash when fewer stocks are participating.
The cash-protection dial reads market breadth — how widely stocks across the S&P 500 are advancing. When breadth weakens, the recommended allocation shifts more of the portfolio to cash. When it strengthens, more goes back into equities.
The goal isn't to time the market. It's to keep your exposure proportionate to how healthy the broader market actually looks.
Illustrative — hypothetical scenario, not a forecast or recommendation.
Cash-protection dial
IllustrativeWhat you actually get.
Nothing hidden. Each month you see the shortlist, the weights, the cash level, and the schedule for the next rebalance.
General information, not personalized investment advice.
Current picks
Illustrative- MSFT14%
- AVGO13%
- COST12%
- V11%
- JPM10%
Allocation split
IllustrativeCash level
IllustrativeLifted from 30% last month as breadth softened.
Next rebalance
Shortlist and cash level refresh the same day each month.
Historical allocation
IllustrativeCalmer decisions, not louder ones.
Subscribers describe how the service fits their week — not what they earned.
“I used to spend my Sundays second-guessing my portfolio. Now I read the email, adjust, and get on with my week.”
“What I value is the discipline. There's a clear rhythm — pick, hold, rebalance — and that's kept me from reacting to every headline.”
“The cash-protection logic is the part I trust most. Knowing the allocation eases up when the market weakens just makes the whole thing feel calmer.”
One plan. Two cadences.
The same service either way. Pick the rhythm that suits how you like to pay.
Monthly
The full Wizefive service, billed each month.
- Monthly five-ticker shortlist
- Algorithmic cash-protection allocation
- Strategy and history dashboard
- Email delivery on rebalance day
- Cancel anytime
Annual
Same service, two months on us.
- Everything in Monthly
- Two months free vs. monthly
- Priority subscriber support
- Annual strategy retrospective
- Cancel anytime
General information, not personalized advice. Subscription provides research and an algorithmic shortlist — Wizefive doesn't place trades on your behalf.
Common questions.
A quieter way to invest, starting next rebalance.
Join Wizefive today and receive your first monthly shortlist on the next rebalance date.