Ankerstar Wealth

Autopilot

Follow a strategy without handing over the controls.

We partner with Autopilot to publish curated portfolios that complement our core strategies. You follow them without moving funds or giving up control of your account.

Ankerstar Wealth x Autopilot

At Ankerstar Wealth, we've partnered with Autopilot to deliver curated portfolios that enhance and extend our core investment approach. Through Autopilot's modern platform, investors can seamlessly follow strategies like the popular “Pelosi Tracker”—all without moving funds or giving up control. Alongside this, we continue to manage our Bitcoin-focused strategies and our Xtreme lineup (Quantum, Humanoid, EGO-10, and Crypto Xtreme)—built to capture exponential opportunities across digital assets and emerging technologies. Looking ahead, we're preparing the launch of our Navigator strategies, designed to help clients chart a disciplined course through evolving markets.

CORE PORTFOLIOS

Three risk tiers, named the way a pilot would name them.

Aggressive growth

Retirement Portfolio - Maximum Afterburner

Maximum Afterburner is highly similar to Ankerstar Wealth's Highly Aggressive Portfolio used for our in-house wealth management clients, built for long-term investors pursuing equity upside. Monthly tactical adjustments and quarterly reallocations to capture opportunities as markets evolve, focusing on best-of-breed stocks and thematic ETFs. The goal: ride market gains while limiting downturns through disciplined risk management. For added acceleration, Maximum Afterburner can be paired with our Bitcoin Alpha or Xtreme models for increased thematic exposures.

Portfolio Methodology

Fund Manager: Jaden Verrico, Portfolio Manager at Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Moderate growth

Retirement Portfolio - Full Throttle

Full Throttle is highly similar to Ankerstar Wealth's Aggressive Portfolio used for in-house wealth management clients. This portfolio is built for long-term investors seeking market-similar exposure with an added sleeve of technology names and ETFs. Monthly adjustments and quarterly reallocations to stay aligned with market trends, focusing on best-of-breed stock opportunities and sector-level rebalancing.

Portfolio Methodology

Fund Manager: Jaden Verrico, Portfolio Manager at Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Conservative growth

Retirement Portfolio - Glide Path Wealth Builder

Glide Path is highly similar to Ankerstar Wealth's Moderate Portfolio used by in-house wealth management. This portfolio is designed for long-term investors who value lower volatility as compared to the market while still wanting to capture some upside. Monthly adjustments and quarterly reallocations to adapt to market conditions, focusing on sector allocation review.

Portfolio Methodology

Fund Manager: Jaden Verrico, Portfolio Manager at Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

THEMATIC STRATEGIES

Higher-conviction, higher-volatility themes.

Thematic portfolios carry materially more risk than the core strategies and are not suitable for everyone. They are intended as satellite positions sized deliberately, not as a core holding.

Emerging technology

Focused themes for emerging technology.

Quantum Xtreme - Embrace the Future

Quantum Xtreme is a concentrated, high-risk equity strategy providing direct exposure to publicly traded companies building the quantum computing industry. It invests across competing quantum architectures: trapped ion, superconducting, neutral atom, annealing and photonic, and extends into the quantum software, encryption and supply-chain layers, with the thesis that the sector's winning architecture is not yet determined. The strategy is intentionally concentrated and does not seek diversification, income, or downside protection. A majority of assets is held in pure-play quantum companies, many of which are early-stage, recently listed, or not yet profitable. The balance is allocated to established technology companies with meaningful quantum programs and to suppliers the sector depends on. Holdings are reviewed monthly and may be adjusted based on risk analysis and position movement. The strategy holds exchange-traded funds; investors bear that fund's expenses in addition to subscription fees. Thematic strategies concentrate exposure in a narrow set of companies or assets and can be highly volatile. These models are not personalized advice, and Ankerstar Wealth does not evaluate whether any model is suitable for an individual investor on this platform. Loss of principal is possible.

Portfolio Methodology

Fund Manager: Steven E. Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Crypto Xtreme Ex-Bitcoin

Crypto Xtreme Ex-Bitcoin is a concentrated strategy providing exposure to digital assets other than Bitcoin through exchange-traded funds. The strategy currently holds funds tracking Ethereum, Solana, XRP and Hyperliquid, including one fund that stakes its holdings and three leveraged funds that seek twice the daily return of their underlying asset. Holdings are reviewed quarterly and may change as new digital asset funds become available. The strategy is deliberately aggressive and does not seek diversification, income, or downside protection. Risks. The strategy holds only four underlying digital assets, so a decline in any one materially affects the portfolio. Digital assets are highly volatile and can lose substantial value rapidly and permanently. They are subject to regulatory uncertainty that may change without warning and may render an asset difficult to hold or trade. Three holdings seek twice the daily performance of their underlying asset and reset each day. Over any period longer than one day, their returns can differ substantially from twice that asset's return, and in volatile markets they can lose value even when the underlying asset is flat or higher. They are intended as short-term instruments and are not designed to be held for extended periods. Leverage increases the portfolio's effective exposure above its invested amount, magnifying both gains and losses. One holding stakes its assets to earn rewards, which introduces validator, slashing, lock-up and tax-treatment risks in addition to price risk. Several holdings are recently launched funds that may hold few assets, trade at wider spreads, or close and liquidate. Investors bear the expenses of the underlying funds in addition to strategy fees.

Portfolio Methodology

Fund Manager: Mike Younkman. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Xtreme Humanoid - Invest in the Future

Xtreme Humanoid is a concentrated, high-risk equity strategy providing exposure to companies building humanoid robotics and physical AI systems. The strategy invests across the full stack of the theme: platform companies developing humanoid and autonomous systems, the compute and perception layer that lets machines sense and reason, the actuation, motion control and materials supply chain that lets them move, and the integrators deploying robotic systems commercially today. Approximately half the model is held in individual companies and approximately half in exchange-traded funds providing broader robotics, automation and AI exposure, including non-US companies not readily accessible to US investors directly. The strategy is intentionally concentrated and does not seek diversification, income, or downside protection. It does not use leverage or leveraged instruments. The strategy is narrowly focused on a single emerging theme and may be substantially more volatile than a diversified portfolio. Holdings include smaller companies and companies with limited commercial history in robotics. The strategy holds securities of companies domiciled or operating outside the United States, including in emerging markets, which involves additional political, regulatory, liquidity and currency risk. Investors bear the expenses of the underlying funds in addition to strategy fees. Loss of principal, including total loss, is possible. Holdings and weights are subject to change without notice.

Portfolio Methodology

Fund Manager: Steve Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward analysis. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Robotics and AI securities have historically been extremely volatile, and several issuers held generate limited or no profit. Not a complete investment program or personalized advice.

Tactical and defensive

Strategies with distinct risk profiles.

Bitcoin Alpha - Leveraged Crypto Strategy

Bitcoin Alpha invests primarily in the equity of businesses built around bitcoin: exchanges and payment platforms, miners and the compute infrastructure they operate, and companies that hold bitcoin on their balance sheets, alongside a smaller allocation to spot bitcoin. The equity positions are intended to carry greater sensitivity to bitcoin's price than bitcoin itself, through operating leverage rather than borrowed money. The strategy does not use leverage, leveraged funds, or inverse funds. It is intentionally concentrated and does not seek diversification, income, or downside protection. Bitcoin and bitcoin-linked securities are exceptionally volatile and have historically experienced drawdowns exceeding 70%. Mining companies' results depend directly on the bitcoin price and on energy costs. Exchange and platform revenue depends on trading activity across digital assets generally. The strategy also holds bitcoin treasury companies: businesses whose primary activity is holding bitcoin financed by debt and preferred stock. These are subject to dilution, to claims senior to their common shareholders, to the possibility that the company sells bitcoin to meet those obligations, and to changes in the premium or discount at which their shares trade relative to the bitcoin they hold. A treasury company's shares may fall substantially even when the bitcoin price does not. A portion of assets is held in exchange-traded products. One holds a portfolio of bitcoin treasury companies rather than bitcoin itself, including companies domiciled outside the United States, which carry additional currency, regulatory and disclosure risks. Another is a trust registered under the Securities Act of 1933 rather than an investment company registered under the Investment Company Act of 1940, and does not carry the protections applicable to registered funds. Investors bear these products' expenses in addition to subscription fees.

Portfolio Methodology

Fund Manager: Steve Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk who can withstand substantial or total loss of the amount invested. Bitcoin and bitcoin-linked securities have historically experienced drawdowns exceeding 70%. Not a complete investment program.

EGO 10 - Exponential Growth Opportunities

EGO 10 is a concentrated portfolio of ten individual companies selected for their potential to grow revenue and earnings rapidly. The strategy invests across financial technology and consumer lending, healthcare services and diagnostics, defense and autonomous systems, and space and advanced computing. Positions are selected through fundamental research into business model, addressable market and competitive position, and are held in roughly equal weights. The strategy is deliberately aggressive and concentrated. It does not seek diversification, income, or downside protection, and it does not use leverage or leveraged instruments. Risks. With only ten positions, a single company's results can materially affect the portfolio. More than two-thirds of the strategy sits in two sectors, which can decline together. Several holdings are early in their commercial development, are not consistently profitable, and depend on regulatory or reimbursement decisions whose outcomes are uncertain and may be unfavorable. The strategy may be substantially more volatile than the broader market, and individual positions can decline sharply and permanently. Loss of principal, including total loss, is possible. Holdings and weights are subject to change without notice. Past performance does not guarantee future results.

Portfolio Methodology

Fund Manager: Mike Younkman. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Xtreme Bear

Bear Xtreme is a defensive equity strategy that seeks to reduce exposure to market declines. The majority of the portfolio is held in buffered and hedged equity funds, which use options to absorb a portion of index losses over a defined outcome period in exchange for a limit on participation in gains. The remainder is held in gold and in inverse and volatility-linked funds that are intended to rise when equity markets fall or volatility increases. The strategy accepts limited upside in exchange for reduced downside participation. It is not designed to outperform in rising markets and is not a hedge against all forms of loss. Risks. Buffered funds protect only a stated range of losses, only against their reference index, and only across a full outcome period. An investor who buys partway through a period may receive less protection than the stated buffer, or none, and may be closer to the cap than the fund's stated terms suggest. Gains are limited by those caps even when markets rise substantially. The inverse and volatility-linked holdings reset daily or roll futures contracts. Their returns over periods longer than a single day can differ substantially from the inverse or level of the index they track, and they generally lose value over extended holding periods, including in flat markets. One is an exchange-traded note, an unsecured obligation of its issuing bank, and carries that bank's credit risk in addition to market risk. These holdings are expected to detract from returns during rising or calm markets. Gold does not generate income and can decline for extended periods. Investors bear the expenses of the underlying funds in addition to strategy fees.

Portfolio Methodology

Fund Manager: Mike Younkman. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

Bitcoin strategies

For investors seeking additional Bitcoin exposure.

All Inclusive Bitcoin Strategy

This strategy is built around a core, direct holding of spot bitcoin through an exchange-traded fund, sized to carry the majority of the portfolio's long-term price exposure. Alongside that core, the strategy holds a smaller, diversified income overlay: exchange-traded funds that generate income by writing call options against bitcoin exposure, and preferred stock issued by Strategy Inc, a bitcoin treasury company, across two series with different rate structures and different seniority within Strategy's capital stack. This combination gives the model a unique position where our bullish bitcoin thesis can result in both current income and potential long-term capital appreciation. Important to note that the options-income funds collect premium from selling calls; that premium is a source of yield, not a guarantee against loss, and in a sharp bitcoin decline these funds have underperformed a direct bitcoin holding rather than cushioned it. The preferred shares pay a dividend only when and if declared by Strategy's board; dividends are cumulative but not guaranteed, and the securities only carry a residual claim behind the company's debt. Strategy Inc positions together represent a meaningful single-issuer concentration within the income sleeve of this strategy. Funds used in this strategy have the possibility that income distributions are reduced or discontinued and that the value of any single holding declines sharply. Underlying fund size and trading liquidity vary; smaller funds may be more difficult to trade in size without affecting price. This is a model portfolio; investors hold the underlying securities directly and bear the expenses of any funds held in addition to strategy fees. Not a complete investment program.

Portfolio Methodology

Fund Manager: Jaden Verrico, Portfolio Manager at Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk who can withstand substantial or total loss of the amount invested. Bitcoin and bitcoin-linked securities have historically experienced drawdowns exceeding 70%. Not a complete investment program.

HODL and Earn - The Bitcoin Income Strategy

Ankerstar Wealth developed this strategy for investors who want to hold bitcoin and generate cash flow from that position rather than rely on price appreciation alone. Bitcoin itself produces no yield, so the strategy pairs a core of spot bitcoin exposure with two income mechanisms: funds that write options against bitcoin exposure and collect premium, and preferred stock issued by companies that hold bitcoin on their balance sheets. A smaller allocation is held in equities of businesses built around the bitcoin economy. Income from this strategy is variable, not contractual. Option premium rises and falls with market volatility, and writing options limits participation in sharp rallies. Preferred dividends are declared at the discretion of each issuer's board, may be adjusted or suspended, and are junior to those issuers' debt obligations. These preferred securities are perpetual, with no maturity date and no obligation to return principal. An issuer may sell bitcoin or issue additional securities to fund dividend payments. The strategy is concentrated and does not seek broad diversification. It holds both preferred stock and common stock of the same issuer in some cases, which means those positions do not diversify against one another. Distributions may be characterized substantially as return of capital, which reduces cost basis rather than constituting ordinary income; investors should consult their own tax advisor. A portion of assets is held in exchange-traded products, including trusts registered under the Securities Act of 1933 rather than investment companies registered under the Investment Company Act of 1940, which do not carry the protections applicable to registered funds. Investors bear those products' expenses in addition to strategy fees.

Portfolio Methodology

Fund Manager: Steve Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk who can withstand substantial or total loss of the amount invested. Bitcoin and bitcoin-linked securities have historically experienced drawdowns exceeding 70%. Not a complete investment program.

Bitcoin All-Weather

This strategy aims to capture Bitcoin's attractive upside potential while actively managing risk through precisely-timed hedging. Backed by research into preferred entry and exit points, the model uses a core Bitcoin allocation combined with protective options and trend-driven de-risking signals. The goal: capture upside during bull markets while dialing back exposure during major drawdowns. Designed for investors who want growth with guardrails, this disciplined approach delivers a smart, tactical path to crypto exposure, balancing conviction with caution.

Portfolio Methodology

Fund Manager: Mike Younkman. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk who can withstand substantial or total loss of the amount invested. Bitcoin and bitcoin-linked securities have historically experienced drawdowns exceeding 70%. Not a complete investment program.

Specialty strategies

Additional ways to broaden your portfolio.

International Xtreme

International Xtreme seeks long-term capital appreciation by investing in companies whose principal place of business is outside the United States. The strategy pairs individual growth holdings in semiconductors, enterprise software, digital commerce, financial technology and healthcare with broad ex-US exposure through exchange-traded funds. The strategy augments its heavy growth exposure with a fund focused on ex-US dividend income names. Holdings are denominated in or exposed to currencies other than the US dollar, and several are held as American Depositary Receipts. Changes in exchange rates can reduce returns even when the underlying securities rise in local currency. Emerging market securities carry additional political, regulatory, liquidity and settlement risks. This is a model portfolio; investors hold the underlying securities directly and bear the expenses of any funds held in addition to strategy fees. Chinese companies are commonly accessed through variable interest entities, meaning investors hold contractual interests in offshore holding companies rather than direct ownership of the operating business, and are subject to Chinese regulatory action, delisting risk and limited disclosure. For the fund's purpose, a company is considered non-US if its principal place of business is located outside the United States, as stated in its most recent annual report. Funds held in the strategy are selected based on providing exposure to desired international themes. All holdings trade on US exchanges, including American Depositary Receipts of companies organized outside the United States. Thematic strategies concentrate exposure in a narrow set of companies or assets and can be highly volatile. These models are not personalized advice, and Ankerstar Wealth does not evaluate whether any model is suitable for an individual investor on this platform. Loss of principal is possible.

Portfolio Methodology

Fund Manager: Jaden Verrico, Portfolio Manager at Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward profile. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Not a complete investment program, and it should represent only a portion of a diversified portfolio.

GirlBoss - The Female First Portfolio

GirlBoss is a concentrated equity strategy built on two ideas: that women increasingly lead the companies shaping the economy, and that companies serving women represent a large and durable consumer market. The strategy is divided evenly between the two. Half the portfolio is invested in companies where a woman holds the chief executive role, or another senior executive role where the CEO is not a woman, with preference given to a female CEO. The other half is invested in companies whose products and services are made primarily for women, spanning beauty and personal care, apparel and accessories, specialty retail, and women's health. Several holdings satisfy both tests and are counted once. If a qualifying executive departs, the position is reviewed at the next rebalance and may be sold. The strategy holds 20 individual companies and is concentrated by design. It does not seek broad diversification, income, or downside protection, and does not use leverage or leveraged instruments. Risks. Because half the model is built around companies serving women, the portfolio carries substantial exposure to consumer discretionary and consumer staples businesses: beauty and specialty retail in particular, which tend to move together and can decline together. Applying these screens narrows the investable universe and may cause the strategy to perform differently from, and at times worse than, the broader market. Individual positions are large enough that a single company's results can meaningfully affect the portfolio. Loss of principal, including total loss, is possible. Holdings and weights are subject to change without notice. Past performance does not guarantee future results.

Portfolio Methodology

Fund Manager: Steve Ankerstar, CEO of Ankerstar Wealth. Holdings are reviewed regularly and may be adjusted based on risk/reward analysis. This strategy is designed for investors with a high tolerance for risk and a long time horizon who can withstand substantial loss of the amount invested. Individual securities have historically been extremely volatile. Not a complete investment program or personalized advice.

All investing involves risk, including possible loss of principal. Portfolios are followed through the Autopilot platform; Ankerstar Wealth never takes custody of your assets.

How it differs from advisory

How does Ankerstar Wealth's Autopilot platform differ from working with an advisor directly?
Autopilot is a more streamlined, technology-driven way to access our investment strategies — including offerings like Quantum Xtreme — with less direct advisor involvement than our full wealth management relationships. It's built for clients who want a model strategy without the ongoing personalized planning that comes with working directly with an advisor. Full advisor relationships, by contrast, include tax coordination, estate planning support, and a strategy built around your specific goals, not just a model portfolio.

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