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01

Add the app to your home screen.

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Watch the three Getting Set Up videos in the Library.

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Private members research

Where do
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The portfolio has one structure and two instrument lists. Your answer changes three positions and nothing else.

Australia

ASX LISTINGS →

United States

and rest of world

US LISTINGS →

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15 SEPTEMBER 2026

The latest
from the desk

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GENERAL ADVICE ONLY. DOES NOT CONSIDER YOUR OBJECTIVES, FINANCIAL SITUATION OR NEEDS.

Fox Research
Portfolio

Built for the age of intelligence.

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16 POSITIONS
FUNDS 71%
COMPANIES 29%

VIEW FULL PORTFOLIO

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PORTFOLIO BY THEME

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Legal and
disclosures

Fox Research Group Pty Ltd is a Corporate Authorised Representative (No. 001323166) of True Oak Investments Pty Ltd, AFSL 238184.

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Fox Research Group Pty Ltd (ABN 83 700 738 487, AFS Representative No. 001323166) is a Corporate Authorised Representative of True Oak Investments Pty Ltd (ABN 81 002 558 956, AFSL 238184). The information, opinions and commentary provided by Fox Research Group is prepared for general informational purposes only and does not take into consideration the investment objectives, financial circumstances or needs of any individual. Please have regard to your own circumstances and consider seeking specific advice from your professional advisers. Past performance is not necessarily indicative of future performance.

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ON IPHONE, IN SAFARI

01

Tap the Share button in the toolbar — the square with an arrow pointing up.

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Scroll down the list and tap Add to Home Screen.

03

Tap Add. Then open Fox Research from the icon, not from Safari.

If you are using Chrome on an iPhone, the Share menu has no Add to Home Screen option. Open the page in Safari once to install it.

ON ANDROID, IN CHROME

01

Tap the three dots at the top right.

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Tap Add to Home screen, then Install.

Chrome may offer to install the app by itself. Either route works.

THEN

Open the app from the icon and allow notifications when asked. You can change that later in Settings.

START HERE

Getting set up

Three recordings to make sure you get the most out of this service.

01 — HOW TO GET SET UP

LOOM EMBED · 14:20

Choosing a broker, and how to build the portfolio in one sitting.

02 — PRINCIPLES FOR INVESTING

LOOM EMBED · 18:45

A guide to navigating markets.

03 — HOW TO USE THE APP

LOOM EMBED · 08:10

What each feature is, and where to find it.

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Full portfolio

Sixteen positions, by weight.

POSITION
WEIGHT

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FUNDS 71%, COMPANIES 29%. WEIGHTS IDENTICAL IN BOTH INSTRUMENT LISTS. GENERAL ADVICE ONLY.

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WEIGHT

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Library

Every issue, memo and report, by publication.

START HERE

Getting set up

Three videos. Watch before your first trade.

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QUARTERLY

Portfolio Commentary

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MONTHLY

The Parachute Report

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WEEKLY · VOICE

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AS IT HAPPENS · VOICE

Flash Updates

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MONTHLY · ANONYMOUS

Q&A

One question per member, per month.

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QUESTION RECEIVED

Answered on the record in this month's session. Your next question opens at the start of next month.

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The value
indicator

Is now a good time to invest? The Nasdaq-100 against its own long-term trend, as the proxy for the technology the portfolio owns.

READING

DEVIATION

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PRICE, LOG SCALE
CHEAP, TO {{ sigMin }}σ
FAIR, ±1σ
EXPENSIVE, TO +{{ sigMax }}σ

CONFUSED?

How this
tool works

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In a nutshell, this is how I approach investing.

It's a tool professionals use to speed up how fast their returns compound, and it's actually very simple.

Start with the Nasdaq-100: the hundred largest companies on the Nasdaq, weighted by size. In practice, that makes it a list of the biggest technology businesses on earth.

Technology gets adopted. That's the whole reason for the line that runs up and to the right. The Nasdaq has compounded at roughly 14% a year since 1985, and lately even faster: over 20% a year across the past decade, and almost 25% a year over the past three. It isn't a perfect stand-in for any single company, but as a read on how the market is pricing technology as a whole, it's as good as exists.

Here's how the tool works. It fits a straight line through that forty-year history, on a scale where every doubling takes up the same space. That line is the trend. The index tends to run ahead of it when investors are excited, and fall behind it when they're frightened. A standard deviation is just the average size of that gap.

From there, three simple zones.

Fair means the index is sitting inside the band. Invest on schedule.

Expensive means it's more than one band above the trend. Keep contributing monthly if that's your habit, but this is not the moment to deploy large amounts of capital.

Cheap means it's more than one band below. Historically, this has been the entry point, and historically, it's the uncomfortable one, because the reasons it's down there are always splashed across the news.

That last zone is the entire point of the tool. The same dollar buys more of the index below the trend than above it. This is where I add my own capital, and the more oversold it gets, the more aggressive I tend to be. How you approach it is your business. The tool simply exists to give you an edge in how you compound.

One important caveat. The tool says nothing about when the gap will close, and nothing about any individual company. It tells you, broadly, where US technology is standing today. That's all. It's updated monthly.

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MONTHLY · SEPTEMBER 2026

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LAST ISSUE ANSWERED

August questions, answered

LOOM EMBED · 31:18

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Settings

INSTRUMENT LIST

Australia

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United States and rest of world

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Changes three positions: the semiconductor fund, the AI infrastructure fund, and the listing of ROBO. Weights and thesis are identical in both lists.

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