Core Conviction
Our highest-conviction long-term positions — 10 consumer-data plays we hold for 12-24 months.
- 9 specific tickers, entry zones, exit targets.
- Live consumer-data backing every position.
100,000+ investors · Featured daily on Schwab Network
Live Playbook preview
8 open · 1 closed
Specific entries, targets, and the consumer-data thesis behind each position — unlocked with PRO.
| Position | Since entry | Return |
|---|---|---|
| H HOOD | Long | +616% |
| W WMT | Long | +203% |
| S SPOT | Long | +201% |
| S SHOP | Long | +183% |
| C COST | Long | +171% |
| A APPL | Long | +29.4% |
Average across 6 open positions +234%
Already closed from this playbook.
One position from this playbook has already closed. The rest are still open in PRO.
Closed
| Ticker | Return | Entry Date | Close Date |
|---|---|---|---|
| SPOT | +5% | Feb 2026 | Mar 2026 |
Not a stock pick. The data behind it.
Top US brokerages, a multi-billion-dollar hedge fund, and a major asset manager license our consumer-behavior research.
Main Street vs Wall Street.
Every stock scored on what 500 million consumers are actually doing — searches, purchases, mentions — versus what analysts expect. The gap is the signal.
Before the bell.
The consumer-data moves that matter, delivered before market open. When the gap is big enough, the Swans publish a setup with specific tickers, entries, and exits.
15 years of receipts.
Consumer-behavior data back to 2011. We've called Tesla, Robinhood, Amazon, Costco, and dozens more — months before earnings revealed it.
What this looks like in real life.
Five of our biggest closed wins.(Out of 149 winning trades across 324 closed positions.) Each one called on consumer data months before the move was on Wall Street's radar.
Closed Wins
| Ticker | Return | Date Range | Notes |
|---|---|---|---|
| HOME | +611% | May 2020 → Jul 2021 | Pandemic nesting surge in search data 4 months before management raised guidance. |
| HOOD | +556% | Mar 2024 → Sep 2025 | Retail trading mentions doubling while sentiment flipped positive — pre-earnings. |
| OKLO | +461% | Apr 2025 → Sep 2025 | Small-modular-reactor consumer search inflection paired with AI energy thesis. |
| COIN | +444% | May 2023 → Nov 2024 | App-install share surging vs Robinhood as crypto regs cleared. |
| NVDA | +257% | Sep 2022 → Nov 2023 | Enterprise AI mentions tripling 6 months before the H100 supply shock. |
Real subscribers. Real dollars.
Verified quotes from LikeFolio research subscribers, used with permission. Results not typical and not guaranteed.
“Put around $10K into LEU when you added it to the portfolio. Made $14K profit as of yesterday. Your system is amazing and makes total sense now.”
— Matt E., Oct 17, 2025
“I bought 3,000 shares at $26 and sold them all at $84 for a $186,000 win.”
— Ray P., Sept 25, 2025
“My entire portfolio has been over 100% this past week. Still at 101.33% after today.”
— David S., Sept 24, 2025
15+ years · 527 stocks tracked · 100K+ investors · Licensed to top-4 US brokerages
One subscription. Every ticker.
PRO unlocks the whole platform — live portfolios, every new playbook, real-time alerts, and the full LikeFolio.ai dashboard (screener, brand maps, consumer-data scores on 527 stocks).
Frequently asked.
Is this financial advice?
No. LikeFolio is consumer-data research, not personalized investment advice.
Can I cancel?
Yes, anytime. One click in your account settings.
What if I'm new to investing?
Each playbook explains the consumer-data thesis in plain language.
How is this different from Seeking Alpha or others?
Different inputs. We start with what 500M consumers are actually doing.
Who are the Swans?
Andy and Landon Swan, co-founders.
What happens after I pay?
You land instantly on the LikeFolio.ai dashboard with every ticker revealed.
Stop guessing. Start with the data.
16 live positions. Every new playbook. Real-time alerts. $19/mo — cancel anytime.