# 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.