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S&P 500 · Monthly & weekly

A calmer way to invest in the S&P 500.

Wizefive sends you a five-stock S&P 500 shortlist — monthly or weekly — plus an algorithmic cash-protection allocation, designed to keep your decisions deliberate.

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General information, not personalized investment advice.

Sample picks · last month allocation

Last month's five

Period · May 2026
Ticker Weight Trend
INTC Intel Corporation
18%
MU Micron Technology, Inc.
18%
AMD Advanced Micro Devices, Inc.
8%
CAT Caterpillar Inc.
8%
AMAT Applied Materials, Inc.
8%

Last month — historical, not a recommendation.

Allocation

Last month
58%
Equities58%
Cash42%

Market breadth

S&P 500 participation
56 BREADTH

Moderate participation — cash allocation lifted slightly.

How it works

Four steps, every cycle.

The same rhythm, repeated. No real-time alerts, no day-trading prompts — just one clear shortlist and one allocation decision.

Step 1

Screen the S&P 500

At the start of each cycle — monthly or weekly — the algorithm reviews the full S&P 500 universe against a fixed set of quality and momentum signals.

Step 2

Pick five tickers

From the screen, exactly five names are surfaced. No rotation theatre — a shortlist short enough to actually act on.

Step 3

Invest at period start

You place the trades in your own brokerage. Wizefive doesn't hold your money or touch your account.

Step 4

Rebalance & re-protect

At the end of each cycle, the shortlist refreshes and the cash-protection allocation is recalculated against market breadth.

Simulation

What if you had invested?

Pick an amount, a horizon and one or more strategies — see how they would have grown versus the S&P 500 and MSCI World.

Horizon
Strategies

Hypothetical, compounded from the strategies’ real historical monthly returns. Past performance does not guarantee future results. General information, not personalized investment advice.

Cash protection

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

Illustrative
69% EQUITIES Weak breadth Strong breadth
Breadth reading
62%
Cash held
31%
Strategy transparency

What you actually get.

Nothing hidden. With each rebalance you see the shortlist, the weights, the cash level, and the schedule for the next one.

General information, not personalized investment advice.

Last Month picks

Last month
  • INTC 18%
  • MU 18%
  • AMD 8%
  • CAT 8%
  • AMAT 8%

Allocation split

Last month
Equities 58% Cash 42%

Cash level

Last month
42% held in cash

Cash rises when market breadth softens.

Last rebalance

Last month
29 May 2026

Shortlist and cash level were last rebalanced on this date.

Historical allocation

Last month
12-MONTH EQUITY %

If you had invested €1,000 twelve months ago

Hypothetical
€1,825 +82.5%

Hypothetical, based on the strategy’s last 12 months. Past performance does not guarantee future results.

12-MONTH HYPOTHETICAL VALUE (€)

Hover a point for that month’s breakdown

From subscribers

Calmer 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.”

Mia Lefèvre Operations lead

“What I value is the discipline. There's a clear rhythm — pick, hold, rebalance — and that's kept me from reacting to every headline.”

Daan Vermeulen Software engineer

“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.”

Aïsha Bouali Independent consultant
Pricing

One plan. Monthly or annual.

A monthly five-stock S&P 500 shortlist with an algorithmic cash-protection allocation — billed monthly or annually, cancel anytime.

Up to 2 months free

Essential

Monthly strategy

€10 /mo

Save €21

The Wizefive monthly strategy, clear and deliberate.

  • Monthly shortlist of 5 S&P 500 tickers
  • Algorithmic cash-protection allocation
  • Email on rebalance day
  • Strategy and history dashboard
  • Cancel anytime
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General information, not personalized advice. Subscription provides research and an algorithmic shortlist — Wizefive doesn't place trades on your behalf.

FAQ

Common questions.

No. Wizefive provides general research and an algorithmic shortlist. It does not consider your personal financial situation, goals, or risk tolerance. For personalized advice, consult a licensed financial adviser registered with the appropriate regulator.
Investing involves risk, including the possible loss of principal. Equity markets can fall sharply and individual stocks can underperform. The cash-protection allocation is designed to reduce exposure when market breadth weakens, but it cannot prevent losses and may also reduce gains during recoveries.
Each month the algorithm screens the full S&P 500 against a fixed set of quality and momentum signals and surfaces five names. The cash-protection allocation is then set based on a market-breadth reading — a measure of how many stocks across the index are participating in the trend.
A stop-loss is a preset exit price set individually for each stock, based on its own volatility (an ATR/σ calculation). If the stock falls to that level, it signals that the position has broken down and the risk of further losses has risen. On the plans that include it, Wizefive watches these thresholds and sends you an email the moment one is breached, flagging that selling the stock is recommended to limit the downside. You always decide and place the trade yourself in your own brokerage — Wizefive never trades on your behalf.
Yes. You can cancel from your account dashboard at any time and you won't be billed for the next period. There are no cancellation fees.
No. Wizefive sends you the shortlist and allocation. You place the trades yourself in your own brokerage account. Wizefive never has custody of your funds.

A quieter way to invest, starting next rebalance.

Subscribe to the free Wizefive newsletter — a sample S&P 500 shortlist and market notes around each rebalance. No card, unsubscribe anytime.