Wizefive is scaling to institutional.
We're building a version of Wizefive designed for professional and institutional investors. It is now being tested in live conditions — and, we hope, available soon.
The method stays the one our subscribers know: a rules-based selection of S&P 500 stocks, completed by an algorithmic cash-protection allocation. The institutional version adapts it to professional requirements: more frequent rebalancing cadences, combinable strategies and a reporting framework designed for investment teams.
As always at Wizefive: we don't manage your money and we never place trades on your behalf. We provide transparent research and a method — execution stays entirely under your control.
What we're preparing
The exact scope will be confirmed at launch. These are the current work streams.
The same rules-based method
Systematic selection within the S&P 500 and an algorithm-driven cash protection — the foundation of Wizefive since day one.
Extended cadences & strategies
More frequent rebalancing rhythms and combinable strategies, designed for professional-scale portfolios.
Being testedA framework built for professionals
Reporting, detailed allocation history and access arrangements designed for investment teams.
Being definedWhere we stand
Developed
The core of the institutional version — the strategy engine and extended cadences — is built.
Being tested
We are testing it in live conditions in a pilot environment, with close monitoring of the results.
Availability
We hope to make it available soon. No date is set yet — we will only open access once we are fully satisfied with the tests.
Be notified at launch
Leave your email address and we'll let you know as soon as the institutional version is available. For a direct conversation, contact us.
This page describes a product under development; its scope and availability may change. Past performance does not guarantee future results. Wizefive provides investment research and does not guarantee any returns.